13F Insight
DOSSIER · 13F-HR · Q3 2026

Nexus Investment Management ULC

$808M in tracked AUM across 73 positions as of Q3 2026.

NI
CIK 0001476329 · last filed Sep 30, 2026
Total AUM
$808M
as of Q3 2026
Holdings
73
+1 QoQ
positions
Whale Score
64
64
tracked
Activity
28
+2 new, −1 sold
changes this Q
AI Analysis · Q3 2026

Nexus Investment Management ULC filed its latest 13F-HR for Q3 2026. 28 position changes this quarter — 2 new, 1 exited, 4 added, 21 trimmed.

Quarter at a glance — Q3 2026

28 material changes this filing.

NEW
SOThe Southern Company
+434K sh
+$36M
4.5%
ADD
MSFTMicrosoft Corporation
+25K sh
+$23M
6.4%
TRIM
ROSTRoss Stores Inc.
-76K sh
$-13M
4.6%
TRIM
TMOThermo Fisher Scientific Inc.
-430 sh
+$11M
5.5%
TRIM
METAMeta Platforms Inc.
-49 sh
+$10M
5.6%
TRIM
CCitigroup Inc.
-35K sh
$-8M
5.4%
TRIM
AEPAmerican Electric Power Company Inc.
-175 sh
$-7M
5.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
JPM
JPMorgan Chase & Co.
$54M162K6.6%02
GOOG
Alphabet Inc., Class C
$53M155K6.5%03
MSFT
Microsoft Corporation
$52M101K6.4%04
AEP
American Electric Power Company Inc.
$46M388K5.7%05
META
Meta Platforms Inc.
$46M63K5.6%06
TMO
Thermo Fisher Scientific Inc.
$44M66K5.5%07
C
Citigroup Inc.
$43M335K5.4%08
CSCO
Cisco Systems Inc.
$43M400K5.3%09
GILD
Gilead Sciences Inc.
$37M251K4.6%10
ROST
Ross Stores Inc.
$37M160K4.6%

Filing history

2026Q3Sep 30
$808M▲ 5.4%
73 positionsView →2026Q2Jun 30
$767M▲ 7.2%
72 positionsView →2026Q1Mar 31
$715M▼ 2.5%
70 positionsView →2025Q4Dec 31
$734M▲ 138.8%
70 positionsView →2025Q3Sep 30
$307M▲ 5.0%
28 positionsLocked2025Q2Jun 30
$293M▼ 20.7%
33 positionsLocked2025Q1Mar 31
$369M▼ 63.1%
30 positionsLocked2024Q4Dec 31
$1000M▼ 2.0%
69 positionsLocked2024Q3Sep 30
$1.0B▲ 7.1%
72 positionsLocked2024Q2Jun 30
$952M▼ 8.3%
74 positionsLocked2024Q1Mar 31
$1.0B▲ 8.2%
76 positionsLocked2023Q4Dec 31
$959M▲ 8.2%
74 positionsLocked
Showing 12 of 66