NEI
EG icon

Northwest & Ethical Investments’s Everest Group EG Stock Holding History

Northwest & Ethical Investments’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.38M Buy
15,070
+4,432
+42% +$1.52M 0.13% 130
2026
Q1 		$3.48M Sell
10,638
-4,786
-31% -$1.58M 0.08% 207
2025
Q4 		$5.23M Buy
15,424
+315
+2% +$104K 0.12% 168
2025
Q3 		$5.29M Sell
15,109
-1,054
-7% -$356K 0.12% 179
2025
Q2 		$5.49M Sell
16,163
-22,820
-59% -$7.87M 0.14% 172
2025
Q1 		$14.2M Buy
38,983
+3,336
+9% +$1.18M 0.38% 83
2024
Q4 		$12.9M Buy
35,647
+65
+0.2% +$24.3K 0.35% 98
2024
Q3 		$13.9M Buy
35,582
+1,642
+5% +$626K 0.37% 90
2024
Q2 		$12.9M Buy
33,940
+1,090
+3% +$412K 0.37% 87
2024
Q1 		$13.1M Sell
32,850
-862
-3% -$323K 0.38% 87
2023
Q4 		$11.9M Buy
33,712
+2,912
+9% +$1.13M 0.37% 91
2023
Q3 		$11.4M Sell
30,800
-2,595
-8% -$942K 0.38% 85
2023
Q2 		$11.4M Buy
33,395
+6,979
+26% +$2.52M 0.37% 84
2023
Q1 		$9.46M Buy
26,416
+840
+3% +$302K 0.31% 108
2022
Q4 		$8.47M Buy
25,576
+5,918
+30% +$1.84M 0.29% 118
2022
Q3 		$5.16M Buy
19,658
+834
+4% +$226K 0.21% 148
2022
Q2 		$5.28M Sell
18,824
-890
-5% -$252K 0.2% 145
2022
Q1 		$5.94M Sell
19,714
-3,691
-16% -$1.06M 0.19% 142
2021
Q4 		$6.41M Buy
23,405
+3,702
+19% +$1M 0.19% 141
2021
Q3 		$4.94M Hold
19,703
– – 0.16% 165
2021
Q2 		$4.97M Buy
19,703
+4,952
+34% +$1.29M 0.16% 164
2021
Q1 		$3.66M Sell
14,751
-30
-0.2% -$7.14K 0.13% 196
2020
Q4 		$3.46M Sell
14,781
-890
-6% -$197K 0.13% 192
2020
Q3 		$3.1M Buy
15,671
+160
+1% +$34.3K 0.14% 181
2020
Q2 		$3.2M Buy
15,511
+3,400
+28% +$662K 0.15% 177
2020
Q1 		$2.33M Buy
12,111
+5,530
+84% +$1.41M 0.14% 189
2019
Q4 		$1.82M Buy
6,581
+174
+3% +$45.9K 0.08% 277
2019
Q3 		$1.7M Sell
6,407
-2,004
-24% -$506K 0.08% 271
2019
Q2 		$2.08M Sell
8,411
-2,970
-26% -$713K 0.1% 247
2019
Q1 		$2.46M Buy
11,381
+510
+5% +$111K 0.13% 215
2018
Q4 		$2.37M Buy
10,871
+5,041
+86% +$1.1M 0.14% 202
2018
Q3 		$1.33M Buy
5,830
+530
+10% +$119K 0.08% 269
2018
Q2 		$1.22M Buy
5,300
+1,400
+36% +$329K 0.08% 259
2018
Q1 		$1M Buy
+3,900
New +$936K 0.07% 272
2017
Q3 		– Sell
-8,733
Closed -$2.22M – 356
2017
Q2 		$2.22M Hold
8,733
– – 0.15% 177
2017
Q1 		$2.04M Buy
8,733
+1,933
+28% +$441K 0.14% 188
2016
Q4 		$1.47M Hold
6,800
– – 0.1% 225
2016
Q3 		$1.29M Buy
+6,800
New +$1.28M 0.09% 225

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northwest & Ethical Investments's EG Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Everest Group (EG) stake by 42% in Q2 2026, buying an estimated $1.52M and bringing the position to 15,070 shares worth $5.38M. The position accounts for 0.13% of the portfolio, ranked #130.

Northwest & Ethical Investments first reported a position in EG in Q3 2016 and has held it in 38 quarters since. The position peaked at $14.2M in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Northwest & Ethical Investments held 15,070 shares of Everest Group worth $5.38M as of Q2 2026.
  • Northwest & Ethical Investments bought 4,432 Everest Group shares in Q2 2026, an estimated $1.52M.
  • Everest Group made up 0.13% of Northwest & Ethical Investments's portfolio in Q2 2026, its #130 holding.
  • Northwest & Ethical Investments first reported a position in Everest Group in Q3 2016 and has held it in 38 quarters since.
  • Northwest & Ethical Investments's Everest Group position peaked at $14.2M in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.