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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 526 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 188 Added 166 Reduced 95 Exited
Page 4 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU INTUIT Technology 50,833.0 $22.0M 0.51% +3K +5.9% $432.00 -29.3%
62 RCI ROGERS COMMUNICATIONS INC Communication Services 573,081.0 $21.7M 0.50% -26K -4.3% $37.87 -0.4%
63 AZO AUTOZONE INC Consumer Cyclical 6,395.0 $21.6M 0.50% +204.0 +3.3% $3377.78 -9.0%
64 SNPS SYNOPSYS INC Technology 54,172.0 $21.5M 0.50% -2K -3.8% $396.48 +19.4%
65 FTS FORTIS INC Utilities 384,702.0 $21.4M 0.50% -34K -8.2% $55.75 -1.2%
66 AEE AMEREN CORP Utilities 188,009.0 $20.7M 0.48% $109.92 -2.5%
67 BMO BANK MONTREAL MEDIUM Financial Services 149,995.0 $20.3M 0.47% +3K +2.1% $135.50 +21.5%
68 SHEL SHELL PLC Energy 218,290.0 $20.3M 0.47% +13K +6.2% $93.00 -6.8%
69 ITRI ITRON INC Technology 221,558.0 $19.9M 0.46% +85K +62.4% $89.63 -8.7%
70 TRP TC ENERGY CORP Energy 315,101.0 $19.7M 0.46% -29K -8.5% $62.59 +9.0%
71 MDT MEDTRONIC PLC Healthcare 224,003.0 $19.4M 0.45% +37K +19.6% $86.64 -6.9%
72 TFII TRANSFORCE INC Industrials 178,124.0 $19.4M 0.45% -11K -6.1% $108.78 +50.2%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 384,479.0 $19.3M 0.45% +3K +0.9% $50.20 -9.5%
74 STN STANTEC INC Industrials 220,474.0 $19.0M 0.44% -16K -6.8% $86.40 -15.0%
75 VLTO VERALTO CORP Industrials 214,626.0 $19.0M 0.44% -47K -18.0% $88.42 -4.0%
76 MRSH MARSH & MCLENNAN COS INC Financial Services 105,579.0 $18.3M 0.42% +38K +55.4% $173.45 -6.3%
77 BNS BANK NOVA SCOTIA B C Financial Services 262,507.0 $18.2M 0.42% -105K -28.6% $69.30 +16.8%
78 EMERA INC 346,135.0 $17.9M 0.41% -9K -2.5% $51.80
79 SPGI S&P GLOBAL INC Financial Services 42,087.0 $17.9M 0.41% -4K -9.1% $425.34 -1.9%
80 WAT WATERS CORP Healthcare 60,079.0 $17.9M 0.41% +19K +45.7% $297.80 +22.7%
Page 4 of 27  ·  526 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 24.1%
Financial Services 19.5%
Industrials 10.8%
Healthcare 10.4%
Communication Services 7.2%
Consumer Cyclical 6.9%
Energy 6.2%
Basic Materials 5.7%
Utilities 4.7%
Consumer Defensive 3.2%