Position in TAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$641,877
+$275,313 QoQ
Shares Held
46,412
+65.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 177 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Northwest & Ethical Investments L.P. holds $3,811,138 across 4 Utilities - Independent Power Producers names. TAC ranks #2 (16.8% of the industry book) .
All Filings in TAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,877 | 46,412 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $366,564 | 27,982 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $381,374 | 30,172 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $319,085 | 23,342 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $258,442 | 23,952 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,070 | 27,922 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $607,671 | 42,945 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $510,893 | 49,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $344,548 | 48,665 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,915 | 48,665 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $256,936 | 30,919 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $860,499 | 98,908 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $262,398 | 28,034 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $257,355 | 29,412 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $311,842 | 34,765 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $299,080 | 33,871 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $379,369 | 33,278 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $410,235 | 39,598 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $316,052 | 28,422 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $283,895 | 26,884 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $267,294 | 26,783 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $86,842 | 9,180 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $67,141 | 8,846 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $48,412 | 7,872 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $48,958 | 8,256 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $2,620 | 500 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||