NEI
BBU

Northwest & Ethical Investments’s Brookfield Business Partners BBU Stock Holding History

Northwest & Ethical Investments’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-17,616
Closed -$626K – 534
2025
Q4 		$626K Sell
17,616
-12,564
-42% -$431K 0.01% 375
2025
Q3 		$983K Buy
30,180
+14,753
+96% +$394K 0.02% 332
2025
Q2 		$391K Buy
+15,427
New +$362K 0.01% 419
2024
Q2 		– Sell
-6,900
Closed -$153K – 493
2024
Q1 		$153K Buy
+6,900
New +$148K ﹤0.01% 415
2020
Q4 		– Sell
-4,211
Closed -$82.5K – 407
2020
Q3 		$82.5K Sell
4,211
-81
-2% -$1.58K ﹤0.01% 369
2020
Q2 		$84.8K Buy
+4,292
New +$82.6K ﹤0.01% 365
2016
Q4 		– Sell
-2,312
Closed -$39K – 382
2016
Q3 		$39K Buy
2,312
+1
+0% +$14 ﹤0.01% 316
2016
Q2 		$28.1K Buy
+2,311
New +$29.5K ﹤0.01% 228

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Northwest & Ethical Investments's BBU Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 17,616 shares — an estimated $626K sold.

Northwest & Ethical Investments first reported a position in BBU in Q2 2016 and held it in 8 quarters. The position peaked at $983K in Q3 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 17,616 Brookfield Business Partners shares in Q1 2026, an estimated $626K.
  • Northwest & Ethical Investments first reported a position in Brookfield Business Partners in Q2 2016 and held it in 8 quarters.
  • Northwest & Ethical Investments's Brookfield Business Partners position peaked at $983K in Q3 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.