Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,290
-$460,195 QoQ
Shares Held
818
-85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,145
of 2,360 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Northwest & Ethical Investments L.P. holds $153,781,037 across 13 Utilities - Regulated Electric names. SO ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
476,249 | $41,800,374 | |
| 2 | AEP |
American Electric Power Co Inc
|
220,649 | $30,186,989 | |
| 3 | FTS |
Fortis Inc.
|
406,892 | $23,286,429 | |
| 4 | AEE |
Ameren Corp
|
201,428 | $22,769,421 | |
| 5 | EMA |
Emera Inc
|
350,465 | $18,581,654 | |
| 6 | EXC |
Exelon Corp
|
100,677 | $4,693,561 | |
| 7 | D |
Dominion Energy, Inc
|
56,557 | $3,862,277 | |
| 8 | ED |
Consolidated Edison Inc
|
27,814 | $3,077,062 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,290 | 818 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $538,485 | 5,579 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||