CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in AQN — Algonquin Power & Utilities Corp.

CIK 884546 SAN FRANCISCO, CA

Position in AQN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$16,430,517

-$451,030 QoQ

Shares Held

2,675,980

-2.5% QoQ

Ownership

0.348%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $592,091,310 across 5 Utilities - Diversified names. AQN ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	4,182,694	$406,432,375
2	AES	Aes Corp	7,668,088	$108,043,359
3	AVA	Avista Corp	1,190,709	$47,795,059
4	AQN	Algonquin Power & Utilities Corp. This page	2,675,980	$16,430,517
5	UTL	Unitil Corp	256,317	$13,390,000

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.