ALGONQUIN POWER & UTILITIES CORP. - Pref (AQNB)

CUSIP: 015857808

Q3 2023 13F Holders as of 30 Sep 2023

Share change
+7
SEC-reported price per share
$24.48
Number of holders
2
Value change
+$171
Number of buys
1

Security key

015857808

Report period

Q3 2023

Institutions

2

Top holders

2

Ownership snapshot

Top reported holders of AQNB - ALGONQUIN POWER & UTILITIES CORP. - Pref (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BANK OF MONTREAL /CAN/
Disclosed value leader
BANK OF MONTREAL /CAN/
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F Lead comparable stake: 5.1% Showing 1-6 of 15 holder rows.

Quick read

BANK OF MONTREAL /CAN/ leads the comparable SEC ownership view at 5.1%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BANK OF MONTREAL /CAN/'s linked filing trail.
Comparable ownership Top 5
BANK OF MONTREAL /CAN/ 5.1%
Starboard Value LP 4.5%
VANGUARD GROUP INC 3.3%
BANK OF AMERICA CORP /DE/ 3.1%
ROYAL BANK OF CANADA 2.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BANK OF MONTREAL /CAN/
13F
Company
13F
5.1%
$336,910,940
38,927,119 shares
30 Jun 2023
Starboard Value LP
13F
Company
13F
4.5%
$281,985,249
34,138,650 shares
30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
3.3%
$209,016,451
25,304,655 shares
30 Jun 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
3.1%
$196,099,256
23,740,830 shares
30 Jun 2023
ROYAL BANK OF CANADA
13F
Company
13F
2.8%
$175,903,000
21,295,878 shares
30 Jun 2023
BANK OF NOVA SCOTIA
13F
Company
13F
1.9%
$120,977,818
14,633,130 shares
30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
2
Shares
142
Rows available
2
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q4 2025 Across Filers

Q4 2025 holders
1
Q3 2023 holders
2
Holder diff
1
Investor Q4 2025 Shares Q3 2023 Shares Share Diff Share Chg % Q4 2025 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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