Joel Greenblatt's AQN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 293,195 shares of Algonquin Power & Utilities Corp. (AQN) worth $1.8 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AQN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 363,083 shares. Largest reduction occurred in Q4 2025, reducing 290,546 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Algonquin Power & Utilities (AQN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Algonquin Power & Utilities (AQN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -290,546 | Reduce 49.77% | 293,195 | $6.15 |
| Q3 2025 | +363,083 | Add 164.55% | 583,741 | $5.37 |
| Q2 2025 | +220,658 | New Buy | 220,658 | $5.73 |
| Q2 2024 | -41,687 | Sold Out | 0 | $0.00 |
| Q1 2024 | +24,161 | Add 137.86% | 41,687 | $6.32 |
| Q4 2023 | +1,937 | Add 12.43% | 17,526 | $6.32 |
| Q3 2023 | -147,532 | Reduce 90.44% | 15,589 | $5.92 |
| Q2 2023 | -12,549 | Reduce 7.14% | 163,121 | $8.26 |
| Q1 2023 | +65,872 | Add 59.99% | 175,670 | $8.40 |
| Q4 2022 | +109,798 | New Buy | 109,798 | $6.52 |
Joel Greenblatt's Algonquin Power & Utilities Investment FAQs
Joel Greenblatt first purchased Algonquin Power & Utilities Corp. (AQN) in Q4 2022, acquiring 109,798 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Algonquin Power & Utilities Corp. (AQN) for 10 quarters since Q4 2022.
Joel Greenblatt's largest addition to Algonquin Power & Utilities Corp. (AQN) was in Q3 2025, adding 583,741 shares worth $3.13 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 293,195 shares of Algonquin Power & Utilities Corp. (AQN), valued at approximately $1.8 M.
As of the Q4 2025 filing, Algonquin Power & Utilities Corp. (AQN) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Algonquin Power & Utilities Corp. (AQN) was 583,741 shares, as reported at the end of Q3 2025.