The Motley FoolT3·4mo ago
AQN Algonquin Power & Utilities Corp
XNYS
5.39
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AQN
$5.39
—
Key stats
$5.39
- 52-Week Range
- $4.91 – $7.11
- YTD
- -11.93%
- Straddle Price
- $1.95
- P/C Vol Ratio
- 11.50
- Market Cap
- $4.2B
- Open
- $5.42
- Day Range
- $5.38 – $5.48
- Volume
- 1,836,277
- Prev Close
- $5.45
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 0.65 |
| Cost of Equity (CAPM) | 8.36% (VRP-adj) |
| WACC | 5.26% |
| Volatility Risk Premium | +85.7pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 1.22 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $5.38 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $5.13 |
| Bollinger Width / SMA20 | 166.8% (drives anchor stability) |
| Net Debt | $6.1B |
Peers used for multiples: AEP, AWK, ETR, NEE, SRE, TRP, WMB, XEL
60-Day Conviction
11%
20-Day Fair Value
≈ by Nov 23, 2026
$5.41
α +0.3%
rank 31%
conviction
19%
40-Day Fair Value
≈ by Dec 22, 2026
$5.49
α +1.7%
rank 29%
conviction
56%
60-Day Fair Value
≈ by Jan 20, 2027
$5.41
α +0.3%
rank 25%
conviction
11%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $4.99 | 100% | |
| Peer P/E | n/a | 0% | median 23.7× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 14.8× · 7 peers |
| Peer P/B | n/a | 0% | median 2.2× · 7 peers |
| Peer P/S | n/a | 0% | median 4.0× · 7 peers |
| Market Anchor (SMA50) | $5.38 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- ELECTRIC SERVICES (4911) · industry map
- Exchange
- XNYS
- Market Cap
- $4.2B
- Employees
- 3,786
- List Date
- 2009-11-10
- CIK
- 0001174169
- Next Earnings
- 2026-11-06
- EPS Forecast
- $0.10 (3 est.)
- Homepage
- https://algonquinpower.com
Algonquin Power & Utilities Corp is a Canada-based diversified international generation, transmission, and distribution company. The company's operations are organized across two business units: the Regulated Services Group, which owns and operates a portfolio of regulated electric, water distribution, and wastewater collection, and natural gas utility systems and transmission operations in the United States, Canada, Bermuda, and Chile; and the Hydro Group, which consists of hydroelectric-generating facilities located in Canada. It generates the majority of its revenue from the Regulated Servi…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.28% | -0.42% | 8.47% | -8.06% | -2.20% | 7.03% | 1.18% |
| Feb | -7.92% | 2.12% | 3.25% | -3.62% | 6.70% | 7.22% | 1.29% |
| Mar | 0.64% | 7.55% | 11.41% | 7.48% | 8.21% | -11.78% | 3.92% |
| Apr | 1.06% | -7.31% | 1.79% | -1.61% | 4.67% | 0.80% | -0.10% |
| May | -5.09% | 2.10% | -0.24% | 0.96% | 4.17% | -6.66% | -0.79% |
| Jun | -3.12% | -6.08% | -3.62% | -6.98% | 6.70% | 0.00% | -2.18% |
| Jul | 6.25% | 1.52% | -2.71% | 6.30% | 2.43% | 5.89% | 3.28% |
| Aug | -3.30% | -2.00% | -5.74% | -12.60% | -1.69% | -1.39% | -4.45% |
| Sep | -5.84% | -20.48% | -22.41% | 2.44% | -4.96% | -11.13% | -10.40% |
| Oct | -1.70% | -3.32% | -10.18% | -12.16% | -2.28% | 7.26%* | -3.73% |
| Nov | -6.88% | -31.11% | 16.70% | 3.99% | 10.79% | -- | -1.30% |
| Dec | 7.43% | -14.44% | 0.00% | -7.87% | 1.49% | -- | -2.68% |
| Total | -16.21% | -56.17% | -8.92% | -29.52% | 38.15% | -5.19% | -12.98% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $5.15
SMA 50: $5.38
SMA 200: $5.98
Current: $5.39
EMA 12: $5.25
EMA 26: $5.24
MACD: 0.0062 | Signal: 0.0542
BEARISH
ADX (14): 29.27
TREND
+DI: 26.59
−DI: 17.59
Momentum Oscillators
RSI (14): 60.77
NEUTRAL
Stoch %K: 91.04
Stoch %D: 86.94
Williams %R: -18.28
Volume & Volatility
BB Upper: $5.39
BB Lower: $4.91
OVERBOUGHT
OBV: 150,334,993
Vol SMA 20: 3,997,185
Vol ROC: -23.72%
ATR: $0.10
True Range: $0.10
HV 20: 15.4%
HV 30: 18.4%
HV 60: 19.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
Here is my comprehensive stock analysis report for AQN:
Executive Summary
Overall assessment: NEUTRAL with confidence level 6/10 Key drivers: Technical signals suggest a range-bound market, while news sentiment is mixed. Primary risks: Low volatility and potential for range-bound trading. Investment thesis: AQN's stock price may oscillate between $5.50 and $6.00 in the short term, driven by technical indicators and mixed news sentiment. Recent news sentiment impact: Neutral headlines have had no significant impact on the stock price.
Technical Analysis
Trend Direction: Short-term - NEUTRAL (Range-bound), Medium-term - BEARISH (MACD signal indicates bearish momentum), Long-term - NEUTRAL (SMA 200 above current price)
Support/Resistance Levels:
- Upper: $5.89 (Bollinger Bands upper band)
- Middle: $5.73 (SMA 20 and EMA 12)
- Lower: $5.57 (Bollinger Bands lower band)
Momentum Signals:
- RSI: 44.29 (neutral)
- MACD signal: -0.05 (bearish)
- Bollinger Bands position: neutral
Volume Analysis: Volume SMA 20 is decreasing, indicating a potential change in trend.
News & Sentiment Analysis
Recent Headlines Summary: Neutral headlines have dominated the news cycle, with no significant impact on the stock price.
Sentiment Assessment: Mixed sentiment from recent headlines (neutral).
Catalyst Identification: No immediate catalysts are identified.
Market Narrative: The mixed news sentiment aligns with the neutral technical signals.
Risk & Volatility Assessment
Beta Interpretation: Beta is low at 0.29, indicating a relatively stable stock price.
Volatility Regime: Current volatility level is low compared to historical data (HV20 16.9%, HV30 18.0%).
Options Market Signals:
- IV Rank: 29.7% (Medium)
- Put/Call Volume Ratio: 0.93 (Neutral sentiment)
Downside Protection: Support levels at $5.50 and $5.57.
Market Context & Positioning
Sector Performance: AQN is performing relatively well within the sector, with a correlation coefficient of 0.15.
Institutional Activity: Volume patterns suggest some institutional interest.
Correlation Analysis: The stock has a low correlation with the market (R-squared interpretation).
Relative Valuation: Position within trading range ($5.50-$6.00).
Key Levels & Action Items
Critical Price Levels:
- Support: $5.57, $5.50
- Resistance: $5.89
Breakout/Breakdown Levels: $5.90 (breakout) and $5.40 (breakdown)
Time-Sensitive Catalysts: No immediate catalysts are identified.
Risk Management: Set stop-loss levels at $5.30 or below, with a position sizing consideration of 2% or less.
Please note that this analysis is based on the specific data provided, and actual market conditions may vary.
Generated
News
All AQN news →
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Showing 1–10 of 50
Page 1 of 5
AQN Options Activity & IV Rank
Volatility Metrics
Current IV: —
7-DTE IV: —
Expected Move: $1.95
7-DTE Move: $1.95
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 4
Put Volume: 46
P/C Volume: 11.5
BEARISH
Call OI: 15
Put OI: 45
P/C OI: 3.0
Total OI: 60
ATM Options Pricing
ATM Call: $0.53
ATM Put: $1.43
Call %: 9.7%
Put %: 26.4%
Chain Summary
Chain Volume: 167
Chain OI: 1,181
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 13th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
13%
vs own history
GEX tilt
-0.24
OI-weighted, today
Vanna tilt
+0.39
δ-sensitivity to IV
Charm tilt
-0.32
δ-decay vs time
Vanna tilt +0.39: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.32: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 4 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 50.5% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$1.95Oct 23
Beta Analysis
Risk Metrics
Beta: 0.2349
Alpha: -7.21%
Correlation: 0.1193
R-Squared: 1.4%
Stock Volatility: 25.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own AQN
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Starboard Value Activist Jeff Smith | $335.1M | #5 of 21 | 0.0% | 13F | |
| Citadel Hedge fund Ken Griffin | $13.4M | #1381 of 6285 | +49.3% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $6.4M | #1314 of 3138 | -44.0% | 13F | |
| Point72 Hedge fund Steve Cohen | $6.2M | #916 of 1945 | +4.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $226K | #3443 of 3716 | -86.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4K | #4277 of 4729 | +55.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AQN Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 772,407,126 (as of 2025-12-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
8 filers$4.17M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SIG North Trading, ULC | $1.45M | 34.69% | 2026-06-30 |
| 2 | Royal Bank of Canada Custodian | $1.03M | 24.58% | 2026-06-30 |
| 3 | National Bank of Canada Custodian | $793.17K | 19.00% | 2026-06-30 |
| 4 | CIBC WORLD MARKET INC. | $293.76K | 7.04% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $250.22K | 5.99% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $176.83K | 4.24% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $133.61K | 3.20% | 2026-06-30 |
| 8 | TORONTO DOMINION BANK | $52.87K | 1.27% | 2026-06-30 |
4 filers$1.59M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SIG North Trading, ULC | $1.31M | 82.06% | 2026-06-30 |
| 2 | National Bank of Canada Custodian | $282.81K | 17.75% | 2026-06-30 |
| 3 | TORONTO DOMINION BANK | $1.76K | 0.11% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $1.17K | 0.07% | 2026-06-30 |
AQN Board & Officers
As of SEC filings through May 30, 2025The company's insiders have not filed since May 30, 2025; this reflects that date.
Directors 1
- Gavin Molinelli · since May 20, 2025
Changes in the last 10 years (1)
| May 20, 2025 | Gavin Molinelli became a director |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
AQN Proposed Insider Sales (Form 144)
Latest: 2026-03-30
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-03-30 | Starboard Value LP | Affiliate of Director | 6,300,000 | $37.86M | 2026-03-30 | J.P. Morgan Securities LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
25 ETFs hold AQN
25 shown · $196.92M total exposure · 0.03% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.01% | $57.5M | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.01% | $37.9M | — | 2026-09-30 |
| 3 | FIW First Trust Water ETF | First Trust | 1.90% | $33.6M | $1.8B | 2026-10-21 |
| 4 | VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund | Vanguard | 0.10% | $14.4M | — | 2026-09-30 |
| 5 | SCHC Schwab International Small-Cap Equity ETF | Nport | 0.17% | $9.5M | — | 2026-05-31 |
| 6 | DFIS Dimensional International Small Cap ETF | Dimensional | 0.12% | $6.9M | $5.7B | 2026-10-21 |
| 7 | FNDF Schwab Fundamental International Equity ETF | Nport | 0.02% | $5.4M | — | 2026-05-31 |
| 8 | IDEV iShares Core MSCI International Developed Markets ETF | iShares (BlackRock) | 0.01% | $4.9M | $33.7B | 2026-10-21 |
| 9 | IFRA iShares U.S. Infrastructure ETF | iShares (BlackRock) | 0.12% | $4.8M | $4.0B | 2026-10-21 |
| 10 | IXUS iShares Core MSCI Total International Stock ETF | iShares (BlackRock) | 0.01% | $4.7M | $57.1B | 2026-10-21 |
| 11 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.01% | $3.9M | $41.2B | 2026-10-21 |
| 12 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $3.1M | — | 2026-09-30 |
| 13 | DFIC Dimensional International Core Equity 2 ETF | Dimensional | 0.02% | $3.0M | $15.2B | 2026-10-21 |
| 14 | DFAI Dimensional International Core Equity Market ETF | Dimensional | 0.01% | $1.8M | $18.0B | 2026-10-21 |
| 15 | ELFY ALPS Electrification Infrastructure ETF | Nport | 0.77% | $1.6M | — | 2026-05-31 |
| 16 | DFAX Dimensional World ex US Core Equity 2 ETF | Dimensional | 0.01% | $1.3M | $12.1B | 2026-10-21 |
| 17 | BILT iShares Infrastructure Active ETF | iShares (BlackRock) | 0.83% | $970,949 | $117.8M | 2026-10-21 |
| 18 | PXF Invesco RAFI Developed Markets ex-U.S. ETF | Nport | 0.03% | $789,817 | — | 2026-04-30 |
| 19 | RIFR Russell Investments Global Infrastructure ETF | Nport | 0.80% | $341,909 | — | 2026-06-30 |
| 20 | WSML iShares MSCI World Small-Cap ETF | iShares (BlackRock) | 0.04% | $234,013 | $657.2M | 2026-10-21 |
| 21 | PFFA Virtus InfraCap U.S. Preferred Stock ETF | Nport | 0.01% | $194,425 | — | 2026-07-31 |
| 22 | KDVD Keeley Dividend ETF | Nport | 1.27% | $106,898 | — | 2026-06-30 |
| 23 | SPGM State Street® SPDR® Portfolio MSCI Global Stock Market ETF | SPDR (State Street) | 0.01% | $97,658 | $1.8B | 2026-10-21 |
| 24 | DXIV Dimensional International Vector Equity ETF | Dimensional | 0.01% | $28,276 | $230.8M | 2026-10-21 |
| 25 | TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund | Nport | 0.00% | $7,792 | — | 2026-07-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (10 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-12-31 | — | — | — | — |
| Q4 '24 | 2024-12-31 | — | — | — | — |
| Q4 '23 | 2023-12-31 | — | — | — | — |
| Q4 '22 | 2022-12-31 | — | — | — | — |
| Q4 '21 | 2021-12-31 | — | — | — | — |
| Q4 '20 | 2020-12-31 | — | — | — | — |
| Q4 '19 | 2019-12-31 | — | — | — | — |
| Q4 '18 | 2018-12-31 | — | — | — | — |
| Q4 '17 | 2017-12-31 | — | — | — | — |
| Q4 '16 | 2016-12-31 | — | — | — | — |
Q4 2025 • period ending 2025-12-31 • filed 2026-03-06
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
14.74M
SI % of Float
1.91%
Days to Cover
3.42
Short Vol Ratio
51.2%
Free Float
769.92M
Float %
100.0%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-10-02