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Disclosery

Northwest & Ethical Investments L.P.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on AEP, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 220,649 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,649 shares
    Change vs previous 13F +6,069 shares

    0.7% of the 13F portfolio, value $30,186,990.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 214,580 shares
    Change vs previous 13F +5,781 shares

    0.65% of the 13F portfolio, value $28,127,146.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 208,799 shares
    Change vs previous 13F -3,175 shares

    0.54% of the 13F portfolio, value $24,076,613.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 211,974 shares
    Change vs previous 13F -5,900 shares

    0.56% of the 13F portfolio, value $23,847,075.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 217,874 shares
    Change vs previous 13F +7,221 shares

    0.56% of the 13F portfolio, value $22,606,606.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 210,653 shares
    Change vs previous 13F +28,634 shares

    0.62% of the 13F portfolio, value $23,018,053.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 182,019 shares
    Change vs previous 13F -43,973 shares

    0.46% of the 13F portfolio, value $16,787,612.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 225,992 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $23,186,779.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).