Joel Greenblatt's AQN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 583,741 shares of Algonquin Power & Utilities Corp. (AQN) worth $3.13 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 Q3 2023, reducing 147,532 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +109,798 | New Buy | 109,798 | $6.52 |
| Q1 2023 | +65,872 | Add 59.99% | 175,670 | $8.40 |
| Q2 2023 | -12,549 | Reduce 7.14% | 163,121 | $8.26 |
| Q3 2023 | -147,532 | Reduce 90.44% | 15,589 | $5.92 |
| Q4 2023 | +1,937 | Add 12.43% | 17,526 | $6.32 |
| Q1 2024 | +24,161 | Add 137.86% | 41,687 | $6.32 |
| Q2 2024 | -41,687 | Sold Out | 41,687 | $0.00 |
| Q2 2025 | +220,658 | New Buy | 220,658 | $5.73 |
| Q3 2025 | +363,083 | Add 164.55% | 583,741 | $5.37 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Algonquin Power & Utilities Corp. (AQN) was in Q3 2025, adding 583,741 shares worth $3.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 583,741 shares of Algonquin Power & Utilities Corp. (AQN), valued at approximately $3.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Algonquin Power & Utilities Corp. (AQN) was 583,741 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.