CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in AQN — Algonquin Power & Utilities Corp.

CIK 884546 SAN FRANCISCO, CA

Position in AQN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,746,965

+$316,448 QoQ

Shares Held

2,857,844

+6.8% QoQ

Ownership

0.371%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#40

of 241 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $582,915,880 across 5 Utilities - Diversified names. AQN ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	4,222,746	$391,490,781
2	AES	Aes Corp	7,745,034	$113,542,197
3	AVA	Avista Corp	1,163,537	$47,600,298
4	AQN	Algonquin Power & Utilities Corp. This page	2,857,844	$16,746,965
5	UTL	Unitil Corp	256,892	$13,535,639

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,746,965	2,857,844	+6.8%	Shares	Sole	2026-08-14
2026-03-31	$16,430,517	2,675,980	-2.5%	Shares	Sole	2026-05-15
2025-12-31	$16,881,547	2,744,967	+0.9%	Shares	Sole	2026-02-13
2025-09-30	$14,606,544	2,720,027	+14.1%	Shares	Sole	2025-11-10
2025-06-30	$13,655,059	2,383,082	+1.7%	Shares	Sole	2025-08-12
2025-03-31	$12,041,683	2,342,740	+1.7%	Shares	Sole	2025-09-15
2024-12-31	$10,251,082	2,303,614	+4.2%	Shares	Sole	2025-02-06
2024-09-30	$12,051,263	2,211,241	+10.3%	Shares	Sole	2024-11-12
2024-06-30	$11,747,840	2,004,751	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.