MORGAN STANLEY

Position in AQN — Algonquin Power & Utilities Corp.

CIK 895421 NEW YORK, NY

Back to AQN Full portfolio

Position in AQN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$66,574,857

+$23,026,290 QoQ

Shares Held

11,360,898

+60.2% QoQ

Ownership

1.48%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in AQN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $2,865,386,964 across 6 Utilities - Diversified names. AQN ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	25,024,468	$2,320,018,418
2	AES	Aes Corp	20,996,464	$307,808,156
3	BIPH	Brookfield Infrastructure Partners L.P.	5,702,233	$87,928,430
4	AQN	Algonquin Power & Utilities Corp. This page	11,360,898	$66,574,857
5	AVA	Avista Corp	1,499,695	$61,352,519
6	UTL	Unitil Corp	411,930	$21,704,584

All Filings in AQN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,574,857	11,360,898	+60.2%	Shares	Defined	2026-08-13
2026-03-31	$43,548,567	7,092,601	+73.3%	Shares	Defined	2026-05-15
2025-12-31	$25,176,103	4,093,676	-1.0%	Shares	Defined	2026-05-27
2025-09-30	$22,205,489	4,135,101	-11.2%	Shares	Defined	2026-05-27
2025-06-30	$26,679,368	4,656,086	+59.7%	Shares	Defined	2025-08-15
2025-03-31	$14,984,665	2,915,305	+0.7%	Shares	Defined	2025-05-15
2024-12-31	$12,889,088	2,896,425	+2.1%	Shares	Defined	2025-05-15
2024-09-30	$15,453,782	2,835,557	+3.3%	Shares	Defined	2025-05-14
2024-06-30	$16,084,816	2,744,850	+37.7%	Shares	Defined	2025-05-14
2024-03-31	$12,601,906	1,993,973	-54.8%	Shares	Defined	2024-10-17
2023-12-31	$27,876,614	4,410,857	+6.5%	Shares	Defined	2024-08-16
2023-09-30	$24,510,370	4,140,266	+28.0%	Shares	Defined	2023-11-15
2023-06-30	$26,712,696	3,233,983	-41.9%	Shares	Defined	2023-08-14
2023-03-31	$46,733,415	5,563,502	+0.9%	Shares	Defined	2023-05-15
2022-12-31	$35,955,181	5,514,599	-6.8%	Shares	Defined	2023-02-14
2022-09-30	$64,529,123	5,914,677	+14.3%	Shares	Defined	2022-11-14
2022-06-30	$69,508,547	5,175,618	+27.1%	Shares	Defined	2022-10-27
2022-03-31	$63,187,070	4,071,332	+38.4%	Shares	Defined	2022-10-27
2021-12-31	$42,512,403	2,942,035	+7.2%	Shares	Defined	2022-02-14
2021-09-30	$40,240,291	2,744,904	-22.1%	Shares	Defined	2021-11-15
2021-06-30	$52,442,623	3,524,370	+1.2%	Shares	Defined	2021-08-23
2021-03-31	$55,151,297	3,481,774	+83.0%	Shares	Defined	2021-05-17
2020-12-31	$31,312,745	1,902,354	-15.0%	Shares	Defined	2021-02-16
2020-09-30	$32,539,268	2,237,914	-6.4%	Shares	Defined	2020-11-13
2020-06-30	$30,938,438	2,390,915	-3.3%	Shares	Defined	2020-08-14
2020-03-31	$33,117,723	2,471,472	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.