Canadian Utilities Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

TSX:CU Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Sep 24	SellCA$3,473	James Armstrong	Individual	100	CA$34.73
22 Mar 24	BuyCA$9,365,249	Southern Family Trust	Company	304,363	CA$30.77
22 Mar 24	SellCA$9,365,249	Southern Family Trust	Company	304,363	CA$30.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CU?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	635,200	0.234%
Institutions	26,345,437	9.7%
General Public	100,522,881	37%
Private Companies	144,056,823	53%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.61% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
52.6%	Sentgraf Enterprises Ltd.	142,705,287	CA$5.0b	0%	no data
2.47%	BMO Asset Management Corp.	6,709,707	CA$234.0m	4.68%	0.06%
2.18%	BlackRock, Inc.	5,917,731	CA$206.4m	2.82%	no data
0.67%	Franklin Resources, Inc.	1,820,085	CA$63.5m	0.79%	0.02%
0.55%	TD Asset Management, Inc.	1,486,388	CA$51.8m	0%	0.03%
0.47%	Southern Family Trust	1,283,846	CA$44.8m	0%	no data
0.31%	State Street Global Advisors, Inc.	843,871	CA$29.4m	0%	no data
0.28%	Dimensional Fund Advisors LP	750,169	CA$26.2m	0.73%	no data
0.23%	KLP Kapitalforvaltning AS	635,581	CA$22.2m	0%	0.06%
0.21%	JP Morgan Asset Management	565,964	CA$19.7m	0.3%	no data
0.18%	CIBC Asset Management Inc.	480,134	CA$16.7m	1.42%	0.02%
0.16%	UBS Asset Management AG	427,953	CA$14.9m	2.7%	no data
0.15%	Geode Capital Management, LLC	414,202	CA$14.4m	7.73%	no data
0.14%	Nordea Investment Management, AB	384,371	CA$13.4m	-0.01%	0.01%
0.13%	Mackenzie Financial Corporation	355,198	CA$12.4m	0.48%	0.01%
0.13%	Thrivent Investment Management Inc.	342,170	CA$11.9m	-19.6%	0.01%
0.11%	1832 Asset Management L.P.	303,000	CA$10.6m	0%	0.01%
0.1%	KBC Asset Management NV	275,097	CA$9.6m	0%	0.01%
0.098%	FMR LLC	265,494	CA$9.3m	0%	no data
0.096%	Nancy Southern	259,816	CA$9.1m	0%	no data
0.093%	First Trust Advisors LP	252,409	CA$8.8m	-4.73%	0.01%
0.087%	Sjunde AP-fonden	235,204	CA$8.2m	0%	0.01%
0.078%	Nordea Funds AB	213,087	CA$7.4m	225%	0.05%
0.068%	Onex Canada Asset Management Inc.	185,561	CA$6.5m	0%	0.41%
0.068%	Innocap Investment Management Inc.	184,514	CA$6.4m	0%	0.65%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 09:02
End of Day Share Price	2024/12/30 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Canadian Utilities Limited is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ross Allen Fowler	Barclays
Benjamin Pham	BMO Capital Markets Equity Research
Robert Hastings	Canaccord Genuity