SEC 13F Intelligence

Lm Asset Management Inc. / AQN

Lm Asset Management Inc.’s Algonquin Power & Utilities Position

Does Lm Asset Management Inc. own Algonquin Power & Utilities (AQN)? Not currently — the last reported position was 1.36M shares worth $7M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2025
Shares
1.36M
% of Portfolio
+7.17%
Quarters Held
2
position exited

Position History AQN

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $7MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20251.36M$7M+7.17%
Q4 20241.90M$8M+7.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lm Asset Management Inc.’s full portfolio or all institutional holders of AQN.