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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 4 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBS COMPANHIA DE SANEAMENTO BASI Utilities 3,570,566.0 $20.6M 0.48% NEW $5.78 -17.0%
62 AEM AGNICO EAGLE MINES LTD Basic Materials 130,449.0 $20.2M 0.47% +17K +15.3% $155.10 +44.5%
63 MSI MOTOROLA SOLUTIONS INC Technology 47,180.0 $19.6M 0.46% -4K -7.3% $415.29 +16.9%
64 TFII TFI INTERNATIONAL INC Industrials 135,706.0 $19.5M 0.45% -42K -23.8% $143.79 -6.7%
65 PG PROCTER & GAMBLE CO Consumer Defensive 132,991.0 $19.5M 0.45% -33K -19.7% $146.66 -0.9%
66 SHEL SHELL PLC Energy 251,147.0 $19.5M 0.45% +33K +15.1% $77.54 +18.9%
67 CNQ CANADIAN NAT RES LTD MED TER Energy 483,088.0 $19.1M 0.44% -108K -18.2% $39.51 +25.5%
68 EMERA INC 350,465.0 $18.6M 0.43% +4K +1.2% $52.98
69 MFC MANULIFE FINL CORP Financial Services 455,775.0 $18.5M 0.43% +37K +8.9% $40.51 +6.6%
70 TRP TC ENERGY CORP Energy 278,098.0 $18.4M 0.43% -37K -11.7% $66.33 -6.8%
71 RB GLOBAL INC 155,065.0 $18.0M 0.42% -13K -7.9% $116.26
72 ITRI ITRON INC Technology 208,129.0 $18.0M 0.42% -13K -6.1% $86.53 +14.1%
73 SU SUNCOR ENERGY INC NEW Energy 334,549.0 $18.0M 0.42% -21K -6.0% $53.75 +21.6%
74 SPGI S&P GLOBAL INC Financial Services 43,744.0 $17.8M 0.41% +2K +3.9% $407.26 +6.3%
75 META META PLATFORMS INC Communication Services 31,518.0 $17.8M 0.41% -7K -18.6% $563.28 +1.2%
76 XYL XYLEM INC Industrials 149,084.0 $17.6M 0.41% -59K -28.4% $118.21 -4.6%
77 YUM YUM BRANDS INC Consumer Cyclical 109,398.0 $17.5M 0.41% +14K +14.4% $159.86 -2.2%
78 RCI ROGERS COMMUNICATIONS INC Communication Services 530,299.0 $17.3M 0.40% -43K -7.5% $32.58 +12.3%
79 MDT MEDTRONIC PLC Healthcare 210,858.0 $16.5M 0.38% -13K -5.9% $78.26 +16.5%
80 GOOGL ALPHABET INC Communication Services 45,918.0 $16.4M 0.38% -80K -63.5% $356.99 -2.8%
Page 4 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%