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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 8 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KR KROGER CO Consumer Defensive 83,044.0 $4.6M 0.11% -56K -40.1% $55.53 +5.3%
142 RGA REINSURANCE GROUP AMER INC Financial Services 20,872.0 $4.4M 0.10% $212.65 +15.0%
143 VYMI VANGUARD WHITEHALL FDS 45,030.0 $4.4M 0.10% NEW $98.20 +7.9%
144 CAE CAE INC Industrials 175,885.0 $4.4M 0.10% -51K -22.3% $25.03 -0.0%
145 AWK AMERICAN WTR WKS CO INC NEW Utilities 33,276.0 $4.4M 0.10% -28K -45.4% $131.58 +4.6%
146 PANW PALO ALTO NETWORKS INC Technology 12,815.0 $4.4M 0.10% -11K -47.1% $340.05 -0.0%
147 AQN ALGONQUIN POWER & UTILITIES Utilities 739,919.0 $4.3M 0.10% -200K -21.3% $5.87 -2.1%
148 THG HANOVER INS GROUP INC Financial Services 19,040.0 $4.1M 0.10% -17K -47.6% $214.12 +6.1%
149 BERKSHIRE HATHAWAY INC DEL 8,142.0 $4.1M 0.10% -8K -50.7% $500.28
150 VALE VALE S A Basic Materials 270,296.0 $4.1M 0.10% +179K +195.1% $15.04 +1.9%
151 QCOM QUALCOMM INC Technology 21,922.0 $4.1M 0.09% -30K -57.9% $184.79 -13.1%
152 THOMSON REUTERS CORP 49,567.0 $4.0M 0.09% NEW $81.58
153 CWEN CLEARWAY ENERGY INC Utilities 116,087.0 $4.0M 0.09% -25K -17.7% $34.18 -4.9%
154 HBM HUDBAY MINERALS INC Basic Materials 166,459.0 $3.9M 0.09% -2K -1.4% $23.62 +30.4%
155 ABT ABBOTT LABORATORIES Healthcare 42,896.0 $3.9M 0.09% -53K -55.3% $90.74 +28.0%
156 D DOMINION ENERGY INC Utilities 56,557.0 $3.9M 0.09% -22K -28.4% $68.29 -2.0%
157 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 104,094.0 $3.8M 0.09% -3K -2.9% $36.48 +6.7%
158 MPC MARATHON PETE CORP Energy 14,741.0 $3.8M 0.09% -3K -16.3% $255.67 +38.8%
159 CRWD CROWDSTRIKE HLDGS INC Technology 4,944.0 $3.8M 0.09% -6K -56.4% $190.27 -2.6%
160 MDLZ MONDELEZ INTL INC Consumer Defensive 64,682.0 $3.7M 0.09% -51K -44.2% $57.84 +8.9%
Page 8 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%