ARS Investment Partners, LLC AQN — ALGONQUIN PWR UTILS CORP

Ownership history in ARS Investment Partners, LLC  ·  6 quarters on record

AI Ownership Summary

ARS Investment Partners, LLC reported ALGONQUIN PWR UTILS CORP (AQN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.31% in 2025 Q4. The latest visible filing shows AQN at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Investment Partners, LLC's position in ALGONQUIN PWR UTILS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AQN was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AQN stock page ARS Investment Partners, LLC fund profile ARS Investment Partners, LLC full holdings
How ARS Investment Partners, LLC held AQN — position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 863,660 +197,490 +29.6% 0.31% $5.3M 2026-02-05 $6.46
2025 Q3 REDUCED 6.0% +16.6% ❌ 666,170 -42,440 -6.0% 0.24% $3.6M 2025-10-15 $5.89
2025 Q2 ADDED — — — 708,610 +364,991 +106.2% 0.30% $4.1M 2025-08-11 $5.62
2025 Q1 UNCHANGED — — — 343,619 — 0% 0.14% $1.5M 2025-05-14 $5.32
2024 Q4 ADDED — — — 343,619 +33,769 +10.9% 0.14% $1.5M 2025-01-16 $4.26
2024 Q3 INITIATED — — — 309,850 — — 0.15% $1.7M 2024-10-16 $4.92

🏢 Other funds also holding AQN

As of 2026 Q1 — sorted by position size

Starboard Value LP 3Y 7Y 7.68% EdgePoint Investment Group Inc. 3Y 7Y 4.0% ARIEL INVESTMENTS, LLC 3Y 7Y 1.35% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.18% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 1.12% Greenland Capital Management LP 3Y 0.72% Packer & Co Ltd 3Y 7Y 0.66% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 0.58% Triasima Portfolio Management inc. 3Y 0.57% RWC Asset Management LLP 3Y 7Y 0.57%

FAQ About ARS Investment Partners, LLC and AQN

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Investment Partners, LLC reported owning AQN?

ARS Investment Partners, LLC reported AQN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported AQN position in ARS Investment Partners, LLC's portfolio?

The largest reported portfolio weight for AQN was 0.31% in 2025 Q4.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2025 Q4, when ARS Investment Partners, LLC reported 863,660 shares, equal to 0.31% of portfolio, with an estimated market value of $5.3M.

What does the chart on this AQN ownership page compare?

The chart compares ARS Investment Partners, LLC's quarterly AQN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARS Investment Partners, LLC time their AQN position?

Based on 13F filing dates vs. subsequent AQN price moves, ARS Investment Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on AQN relative to SPY over the holding period was +8.4%.

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