Northwest & Ethical Investments L.P. Closed Holding Positions

Northwest & Ethical Investments L.P.

  • $4.03 Trillion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 09, 2025
10,338
$56.81 - $112.28 $587K - $1.16M
IRBT
Irobot Corp

Consumer Cyclical
Q4 2022 Filed on Jul 09, 2025
23,108
$47.43 - $56.61 $1.1M - $1.31M
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2023 Filed on Jul 09, 2025
109,879
$32.1 - $42.4 $3.53M - $4.66M
KEYS
Keysight Technologies, Inc.

Technology
Q3 2022 Filed on Jul 09, 2025
26,914
$136.15 - $179.36 $3.66M - $4.83M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q4 2023 Filed on Jul 09, 2025
65,400
$45.88 - $58.88 $3M - $3.85M
TREE
Lending Tree, Inc.

Financial Services
Q4 2022 Filed on Jul 09, 2025
12,262
$17.91 - $28.53 $220K - $350K
LEN
Lennar Corp

Consumer Cyclical
Q1 2023 Filed on Jul 09, 2025
55,841
$91.99 - $108.08 $5.14M - $6.04M
LAC
Lithium Americas Corp.

Basic Materials
Q1 2023 Filed on Jul 09, 2025
6,094
$17.83 - $25.89 $109K - $158K
LMT
Lockheed Martin Corp

Industrials
Q1 2023 Filed on Jul 09, 2025
749
$439.31 - $481.97 $329K - $361K
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q4 2023 Filed on Jul 09, 2025
6,113
$165.18 - $183.2 $1.01M - $1.12M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q4 2023 Filed on Jul 09, 2025
9,919
$28.38 - $33.88 $282K - $336K
IP
International Paper CO

Consumer Cyclical
Q3 2023 Filed on Jul 09, 2025
19,229
$30.99 - $36.62 $596K - $704K
HHC
Howard Hughes Corp

Real Estate
Q3 2023 Filed on Jul 09, 2025
13,471
$73.54 - $84.98 $991K - $1.14M
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2022 Filed on Jul 09, 2025
15,480
$51.47 - $71.8 $797K - $1.11M
Enphase Energy Inc
Q4 2022 Filed on Jul 09, 2025
300,000
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2022 Filed on Jul 09, 2025
38,247
$23.37 - $25.5 $894K - $975K
FRC
First Republic Bank

Financial Services
Q1 2023 Filed on Jul 09, 2025
41,817
$12.18 - $147.0 $509K - $6.15M
FSV
First Service Corp

Real Estate
Q4 2023 Filed on Jul 09, 2025
33,752
$136.95 - $165.08 $4.62M - $5.57M
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Jul 09, 2025
1,571
$209.78 - $247.69 $330K - $389K
GE
General Electric CO

Industrials
Q4 2023 Filed on Jul 09, 2025
8,925
$106.08 - $128.32 $947K - $1.15M
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2022 Filed on Jul 09, 2025
72,289
$12.21 - $16.83 $883K - $1.22M
HLI
Houlihan Lokey, Inc.

Financial Services
Q4 2023 Filed on Jul 09, 2025
60,690
$96.94 - $122.19 $5.88M - $7.42M
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2022 Filed on Jul 09, 2025
6,257
$46.99 - $53.95 $294K - $338K
Maxeon Solar Technologies Lt
Q4 2022 Filed on Jul 09, 2025
90,000
N/A
SUI
Sun Communities Inc

Real Estate
Q4 2022 Filed on Jul 09, 2025
7,544
$118.38 - $147.09 $893K - $1.11M
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q2 2023 Filed on Jul 09, 2025
14,637
$51.85 - $60.0 $759K - $878K
SE
Sea LTD

Consumer Cyclical
Q1 2023 Filed on Jul 09, 2025
10,378
$52.97 - $86.62 $550K - $899K
XLU
Utilities Sector Spdr

ETFs
Q2 2022 Filed on Jul 09, 2025
45,200
$64.87 - $76.96 $2.93M - $3.48M
SIGI
Selective Insurance Group Inc

Financial Services
Q4 2023 Filed on Jul 09, 2025
41,389
$98.87 - $106.9 $4.09M - $4.42M
SJR
Shaw Communications Inc

Communication Services
Q2 2023 Filed on Jul 09, 2025
23,263
$0.0 - $30.18 $0 - $702K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Jul 09, 2025
9,203
$218.95 - $282.53 $2.01M - $2.6M
SVM
Silvercorp Metals Inc

Basic Materials
Q3 2022 Filed on Jul 09, 2025
8,584
$2.04 - $2.78 $17.5K - $23.9K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2023 Filed on Jul 09, 2025
5,103
$70.33 - $127.65 $359K - $651K
SONO
Sonos Inc

Technology
Q4 2023 Filed on Jul 09, 2025
38,265
$9.86 - $17.45 $377K - $668K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 09, 2025
5,495
$101.7 - $144.56 $559K - $794K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2023 Filed on Jul 09, 2025
1,398
$700.03 - $830.35 $979K - $1.16M
RDFN
Redfin Corp

Real Estate
Q1 2023 Filed on Jul 09, 2025
88,263
$4.31 - $9.88 $380K - $872K
Nio Inc
Q3 2022 Filed on Jul 09, 2025
300,000
N/A
NSC
Norfolk Southern Corp

Industrials
Q3 2023 Filed on Jul 09, 2025
3,422
$195.64 - $237.49 $669K - $813K
NUE
Nucor Corp

Basic Materials
Q2 2023 Filed on Jul 09, 2025
12,662
$132.06 - $163.98 $1.67M - $2.08M
OMC
Omnicom Group Inc.

Communication Services
Q2 2023 Filed on Jul 09, 2025
24,378
$87.04 - $96.75 $2.12M - $2.36M
PTC
Ptc Inc.

Technology
Q1 2023 Filed on Jul 09, 2025
126,382
$117.33 - $138.11 $14.8M - $17.5M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2023 Filed on Jul 09, 2025
70,325
$26.32 - $34.31 $1.85M - $2.41M
PH
Parker Hannifin Corp

Industrials
Q4 2022 Filed on Jul 09, 2025
21,584
$252.26 - $311.06 $5.44M - $6.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 09, 2025
12,831
$69.84 - $121.86 $896K - $1.56M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2023 Filed on Jul 09, 2025
30,012
$6.86 - $11.73 $206K - $352K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2023 Filed on Jul 09, 2025
8,344
$103.8 - $114.69 $866K - $957K
PGNY
Progyny, Inc.

Healthcare
Q4 2023 Filed on Jul 09, 2025
59,600
$29.51 - $38.36 $1.76M - $2.29M
BLUE
Bluebird Bio, Inc.

Healthcare
Q3 2018 Filed on Jul 08, 2025
400
$88.86 - $117.49 $35.5K - $47K
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