AQN β€” ALGONQUIN PWR UTILS CORP

Ownership history in INGALLS & SNYDER LLC  Β·  30 quarters on record

AI Ownership Summary

INGALLS & SNYDER LLC reported ALGONQUIN PWR UTILS CORP (AQN) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows AQN at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INGALLS & SNYDER 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 Q3

AQN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How INGALLS & SNYDER LLC held AQN β€” position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,400 -12,000 -43.8% 0.00% $83K 2025-11-07 $6.17
2025 Q2 REDUCED 27,400 -950 -3.4% 0.01% $157K 2025-07-31 $5.84
2025 Q1 ADDED 28,350 +6,200 +28.0% 0.00% $146K 2025-05-12 $5.59
2024 Q4 REDUCED 22,150 -5,900 -21.0% 0.00% $98K 2025-01-29 $4.14
2024 Q3 REDUCED 28,050 -200 -0.7% 0.01% $153K 2024-11-14 $4.58
2024 Q2 REDUCED 28,250 -1,400 -4.7% 0.01% $166K 2024-07-31 $5.87
2024 Q1 REDUCED 29,650 -1,000 -3.3% 0.01% $187K 2024-05-13 $6.03
2023 Q4 REDUCED 30,650 -11,250 -26.8% 0.01% $193K 2024-01-29 $5.50
22 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About INGALLS & SNYDER 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 INGALLS & SNYDER LLC reported owning AQN?

INGALLS & SNYDER LLC reported AQN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AQN position in INGALLS & SNYDER LLC's portfolio?

The largest reported portfolio weight for AQN was 0.01% in 2023 Q4.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2025 Q3, when INGALLS & SNYDER LLC reported 15,400 shares, equal to 0.00% of portfolio, with an estimated market value of $83K.

What does the chart on this AQN ownership page compare?

The chart compares INGALLS & SNYDER 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.

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