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Disclosery

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

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

Northwest & Ethical Investments L.P. held 476,249 NEE 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 476,249 shares
    Change vs previous 13F +180,821 shares

    0.97% of the 13F portfolio, value $41,800,375.

    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 295,428 shares
    Change vs previous 13F +19,761 shares

    0.63% of the 13F portfolio, value $27,438,481.

    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 275,667 shares
    Change vs previous 13F +177,706 shares

    0.5% of the 13F portfolio, value $22,131,854.

    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 97,961 shares
    Change vs previous 13F +31,069 shares

    0.17% of the 13F portfolio, value $7,395,076.

    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 66,892 shares
    Change vs previous 13F +2,913 shares

    0.12% of the 13F portfolio, value $4,643,643.

    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 63,979 shares
    Change vs previous 13F -49,304 shares

    0.12% of the 13F portfolio, value $4,535,471.

    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 113,283 shares
    Change vs previous 13F -158,225 shares

    0.22% of the 13F portfolio, value $8,121,258.

    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 271,508 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $22,950,571.

    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).