Algonquin Power & Utilities Ownership

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

Recent Insider Transactions

DB:751 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Dec 24	Sell€75,370	Dilek Samil	Individual	17,400	€4.33
11 Dec 24	Buy€269,717	David Levenson	Individual	62,000	€4.35
08 Nov 24	Buy€111,424	Christopher G. Huskilson	Individual	25,000	€4.46
25 Mar 24	Buy€11,544	Brett Carter	Individual	2,071	€5.57
25 Mar 24	Buy€16,038	Christopher Lopez	Individual	2,850	€5.63
22 Mar 24	Buy€301,780	Robert Schriesheim	Individual	52,615	€5.74
26 Feb 24	Buy€792,826	Starboard Value LP	Company	150,000	€5.29

Insider Trading Volume

Insider Buying: 751 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 751?
Owner Type	Number of Shares	Ownership Percentage
State or Government	439,404	0.0573%
Individual Insiders	499,391	0.0651%
Hedge Funds	62,141,000	8.1%
General Public	298,908,364	39%
Institutions	405,243,965	52.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 11.3%.

Top Shareholders

Top 25 shareholders own 46.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.1%	Starboard Value LP	62,141,000	€267.2m	0%	4.97%
6.07%	Lazard Asset Management LLC	46,563,051	€200.2m	17.2%	0.18%
4.04%	The Vanguard Group, Inc.	30,966,730	€133.1m	14.5%	no data
2.87%	Fidelity International Ltd	22,029,278	€94.7m	100%	0.04%
2.72%	BMO Asset Management Corp.	20,882,966	€89.8m	6.04%	0.03%
2.24%	EdgePoint Investment Group Inc.	17,190,084	€73.9m	5.09%	0.39%
2.1%	RBC Global Asset Management Inc.	16,102,243	€69.2m	47%	0.04%
1.69%	British Columbia Investment Management Corporation	12,959,770	€55.7m	45.5%	0.32%
1.61%	The Bank of Nova Scotia, Banking Investments	12,378,440	€53.2m	-0.66%	0.11%
1.51%	Goldman Sachs Group, Investment Banking and Securities Investments	11,607,954	€49.9m	-41.9%	0.02%
1.36%	National Bank Investments Inc.	10,469,263	€45.0m	-0.91%	0.06%
1.21%	Legal & General Investment Management Limited	9,314,329	€40.0m	31.4%	0.01%
1.21%	RBC Dominion Securities Inc., Asset Management Arm	9,277,712	€39.9m	-20.8%	0.05%
1.1%	Canadian Imperial Bank of Commerce, Asset Management Arm	8,466,966	€36.4m	1.08%	0.08%
1.09%	Fédération des Caisses Desjardins du Québec, Asset Management Arm	8,363,176	€36.0m	-12.7%	0.2%
1.01%	Manulife Asset Management	7,720,474	€33.2m	6.15%	0.02%
0.89%	First Trust Advisors LP	6,827,961	€29.4m	22.4%	0.02%
0.81%	1832 Asset Management L.P.	6,196,544	€26.6m	106,000%	0.04%
0.76%	Toronto-Dominion Bank, Banking Investments	5,832,027	€25.1m	-47.3%	0.04%
0.73%	Intact Investment Management Inc.	5,593,219	€24.0m	0%	0.83%
0.73%	Norges Bank Investment Management	5,584,552	€24.0m	0%	no data
0.71%	Royal Bank of Canada, Banking & Securities Investments	5,481,965	€23.6m	-6.86%	0.01%
0.67%	Dimensional Fund Advisors LP	5,128,821	€22.1m	26.9%	no data
0.61%	Alberta Investment Management Corporation	4,650,289	€20.0m	-0.26%	0.18%
0.58%	BlackRock, Inc.	4,485,650	€19.3m	11.3%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/24 16:03
End of Day Share Price	2024/12/23 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

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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

Algonquin Power & Utilities Corp. is covered by 30 analysts. 8 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
Harshit Gupta	Accountability Research Corporation
Michael McGowan	BMO Capital Markets Equity Research
Dariusz Lozny	BofA Global Research