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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 522 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 103 Added 337 Reduced 68 Exited
Page 5 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMT AMERICAN TOWER CORP Real Estate 28,488.0 $4.7M 0.11% -28K -49.4% $163.57 +9.2%
82 EXR EXTRA SPACE STORAGE INC Real Estate 31,965.0 $4.6M 0.11% -12K -27.7% $145.30 -0.3%
83 KR KROGER CO Consumer Defensive 83,044.0 $4.6M 0.11% -56K -40.1% $55.53 +5.3%
84 CAE CAE INC Industrials 175,885.0 $4.4M 0.10% -51K -22.3% $25.03 -0.0%
85 AWK AMERICAN WTR WKS CO INC NEW Utilities 33,276.0 $4.4M 0.10% -28K -45.4% $131.58 +4.6%
86 PANW PALO ALTO NETWORKS INC Technology 12,815.0 $4.4M 0.10% -11K -47.1% $340.05 -0.0%
87 AQN ALGONQUIN POWER & UTILITIES Utilities 739,919.0 $4.3M 0.10% -200K -21.3% $5.87 -2.1%
88 THG HANOVER INS GROUP INC Financial Services 19,040.0 $4.1M 0.10% -17K -47.6% $214.12 +6.1%
89 BERKSHIRE HATHAWAY INC DEL 8,142.0 $4.1M 0.10% -8K -50.7% $500.28
90 QCOM QUALCOMM INC Technology 21,922.0 $4.1M 0.09% -30K -57.9% $184.79 -13.1%
91 CWEN CLEARWAY ENERGY INC Utilities 116,087.0 $4.0M 0.09% -25K -17.7% $34.18 -4.9%
92 HBM HUDBAY MINERALS INC Basic Materials 166,459.0 $3.9M 0.09% -2K -1.4% $23.62 +30.4%
93 ABT ABBOTT LABORATORIES Healthcare 42,896.0 $3.9M 0.09% -53K -55.3% $90.74 +28.0%
94 D DOMINION ENERGY INC Utilities 56,557.0 $3.9M 0.09% -22K -28.4% $68.29 -2.0%
95 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 104,094.0 $3.8M 0.09% -3K -2.9% $36.48 +6.7%
96 MPC MARATHON PETE CORP Energy 14,741.0 $3.8M 0.09% -3K -16.3% $255.67 +38.8%
97 CRWD CROWDSTRIKE HLDGS INC Technology 4,944.0 $3.8M 0.09% -6K -56.4% $190.27 -2.6%
98 MDLZ MONDELEZ INTL INC Consumer Defensive 64,682.0 $3.7M 0.09% -51K -44.2% $57.84 +8.9%
99 ENERFLEX LTD 149,353.0 $3.7M 0.09% -4K -2.7% $24.53
100 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 69,750.0 $3.6M 0.08% -13K -16.0% $51.52 +6.0%
Page 5 of 17  ·  337 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.6%
Industrials 11.5%
Healthcare 8.5%
Consumer Cyclical 5.7%
Energy 5.7%
Utilities 5.5%
Basic Materials 5.4%
Communication Services 3.5%
Consumer Defensive 3.1%