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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 10 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVA AVISTA CORP Utilities 69,517.0 $2.8M 0.07% -38K -35.6% $40.91 -7.0%
182 CEG CONSTELLATION ENERGY CORP Utilities 11,048.0 $2.7M 0.06% -3K -21.4% $248.37 +13.6%
183 PGR PROGRESSIVE CORP Financial Services 11,694.0 $2.6M 0.06% -13K -53.1% $218.45 +2.1%
184 TMUS T-MOBILE US INC Communication Services 15,124.0 $2.5M 0.06% -12K -44.2% $167.73 +8.2%
185 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 46,105.0 $2.5M 0.06% -50K -52.0% $54.90 -16.0%
186 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,950.0 $2.5M 0.06% -8K -49.7% $317.53 -8.3%
187 TAL TAL ED GROUP Consumer Defensive 261,336.0 $2.5M 0.06% +187K +249.5% $9.57 +21.8%
188 AMP AMERIPRISE FINL INC Financial Services 5,442.0 $2.5M 0.06% -6K -50.4% $458.76 +21.8%
189 CENCORA INC 8,781.0 $2.5M 0.06% -7K -44.2% $282.98
190 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,641.0 $2.5M 0.06% -2K -41.5% $935.47 +2.1%
191 VTR VENTAS INC Real Estate 27,238.0 $2.4M 0.06% -37K -57.4% $88.90 +5.8%
192 ORA ORMAT TECHNOLOGIES INC Utilities 22,227.0 $2.4M 0.06% -7K -23.5% $108.90 -3.5%
193 EA ELECTRONIC ARTS INC Communication Services 11,365.0 $2.3M 0.05% -9K -44.2% $205.04 +2.3%
194 EBAY EBAY INC. Consumer Cyclical 20,806.0 $2.3M 0.05% -314K -93.8% $111.75 -6.3%
195 BB BLACKBERRY LTD Technology 181,109.0 $2.3M 0.05% +108K +147.5% $12.61 -39.0%
196 DSGX DESCARTES SYS GROUP INC Technology 32,784.0 $2.3M 0.05% -23K -41.6% $69.34 +9.8%
197 AGI ALAMOS GOLD INC Basic Materials 74,809.0 $2.3M 0.05% +25K +48.9% $30.28 +25.5%
198 CSX CSX CORP Industrials 47,609.0 $2.3M 0.05% -76K -61.4% $47.53 +9.5%
199 ISRG INTUITIVE SURGICAL INC Healthcare 5,655.0 $2.3M 0.05% -8K -57.9% $398.45 -7.4%
200 CX CEMEX SA EURO MTN BE 144A Basic Materials 187,094.0 $2.2M 0.05% +96K +105.2% $12.00 -7.9%
Page 10 of 27  ·  522 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%