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Northwest & Ethical Investments’s Shell SHEL Stock Holding History

Northwest & Ethical Investments’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
251,147
+32,857
+15% +$2.84M 0.45% 66
2026
Q1 		$20.3M Buy
218,290
+12,684
+6% +$1.02M 0.47% 68
2025
Q4 		$15.1M Sell
205,606
-23,100
-10% -$1.7M 0.34% 88
2025
Q3 		$16.4M Sell
228,706
-21,080
-8% -$1.52M 0.39% 81
2025
Q2 		$17.6M Sell
249,786
-26,320
-10% -$1.76M 0.44% 72
2025
Q1 		$20.2M Sell
276,106
-19,801
-7% -$1.33M 0.55% 59
2024
Q4 		$18.5M Sell
295,907
-26,784
-8% -$1.76M 0.5% 60
2024
Q3 		$21.3M Buy
322,691
+72,663
+29% +$5.15M 0.56% 55
2024
Q2 		$18M Sell
250,028
-976
-0.4% -$69.8K 0.52% 58
2024
Q1 		$16.8M Buy
251,004
+6,975
+3% +$447K 0.48% 66
2023
Q4 		$16.1M Sell
244,029
-5,945
-2% -$390K 0.49% 67
2023
Q3 		$16.1M Buy
249,974
+40,083
+19% +$2.49M 0.54% 57
2023
Q2 		$12.7M Sell
209,891
-6,010
-3% -$361K 0.41% 79
2023
Q1 		$12.4M Buy
215,901
+30,720
+17% +$1.81M 0.41% 81
2022
Q4 		$10.5M Buy
185,181
+40,475
+28% +$2.23M 0.36% 93
2022
Q3 		$7.2M Buy
144,706
+4,710
+3% +$243K 0.29% 116
2022
Q2 		$7.32M Sell
139,996
-4,134
-3% -$232K 0.27% 113
2022
Q1 		$7.92M Buy
+144,130
New +$7.65M 0.25% 116

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Northwest & Ethical Investments increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $2.84M and bringing the position to 251,147 shares worth $19.5M. The position accounts for 0.45% of the portfolio, ranked #66.

Northwest & Ethical Investments first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.3M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Northwest & Ethical Investments held 251,147 shares of Shell worth $19.5M as of Q2 2026.
  • Northwest & Ethical Investments bought 32,857 Shell shares in Q2 2026, an estimated $2.84M.
  • Shell made up 0.45% of Northwest & Ethical Investments's portfolio in Q2 2026, its #66 holding.
  • Northwest & Ethical Investments first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Northwest & Ethical Investments's Shell position peaked at $21.3M in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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