Northwest & Ethical Investments L.P.
•CIK: 2033536•Filing: Q4 2025
Northwest & Ethical Investments L.P., with $4.4 billion in assets under management, has recently shifted focus towards biotech and renewable energy, as evidenced by new positions in Avanos Bio (AVSD) and Nucor (NULG), and significant additions in Medtronic (MDT) and NextEra Energy (NEE). The fund, known for its socially responsible investment strategy, has notably reduced exposure to tech giants, cutting positions in Salesforce (CRM) by 97% and AMD by 84%, while exiting Oracle (ORCL) and Fiserv
Total AUM
$4.4B
+ $2.7M in options
QoQ Performance
+4.8%
Positions
483
+ 11 options
Top 10 Concentration
27.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.9%
AVSD3.3%
NVDA3.2%
NULG2.9%
AAPL2.4%
GOOG2.1%
RY1.9%
AMZN1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.6%
Technology19.0%
Financial5.6%
Healthcare5.5%
Consumer2.7%
Materials1.3%
ETF1.3%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+297 more exited positions
Changes from Q3 2025
NEW6 new positions
↑72 increased
↓116 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024