Nexus Investment Management Ulc Top Holdings and 13F Report (2023) → The biggest energy story ever? (From Porter & Company) (Ad) About Nexus Investment Management UlcInvestment ActivityNexus Investment Management Ulc has $1.04 billion in total holdings as of December 31, 2022.Nexus Investment Management Ulc owns shares of 76 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.49% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Nexus Investment Management Ulc has purchased 74 new stocks and bought additional shares in 31 stocks.Nexus Investment Management Ulc sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings JPMorgan Chase & Co. $52,255,666Royal Bank of Canada $51,376,256Toronto-Dominion Bank $50,758,170Meta Platforms $49,611,709Ross Stores $39,189,323 Largest New Holdings this Quarter Texas Instruments $15,289,540 HoldingKinder Morgan $586,880 HoldingBank of America $202,872 Holding Largest Purchases this Quarter Texas Instruments 87,765 shares (about $15.29M)CAE 139,400 shares (about $2.88M)Dollar General 18,280 shares (about $2.85M)United Parcel Service 18,515 shares (about $2.75M)Toronto-Dominion Bank 45,560 shares (about $2.75M) Largest Sales this Quarter Western Digital 410,363 shares (about $28.00M)General Motors 14,000 shares (about $634.90K)Fortis 14,500 shares (about $573.34K)Meta Platforms 934 shares (about $453.53K)JPMorgan Chase & Co. 910 shares (about $182.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNexus Investment Management Ulc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$52,255,666$182,273 ▼-0.3%260,8875.0%FinanceRYRoyal Bank of Canada$51,376,256$1,111,798 ▲2.2%509,0045.0%FinanceTDToronto-Dominion Bank$50,758,170$2,751,683 ▲5.7%840,4104.9%FinanceMETAMeta Platforms$49,611,709$453,532 ▼-0.9%102,1704.8%Computer and TechnologyROSTRoss Stores$39,189,323$18,345 ▲0.0%267,0303.8%Retail/WholesaleMSFTMicrosoft$38,140,372$2,104 ▲0.0%90,6553.7%Computer and TechnologyBNSBank of Nova Scotia$35,613,349$1,703,158 ▲5.0%687,9453.4%FinanceBIPBrookfield Infrastructure Partners$35,061,852$77,972 ▲0.2%1,121,9353.4%FinanceCSCOCisco Systems$34,126,711$1,482,327 ▲4.5%683,7653.3%Computer and TechnologyAEPAmerican Electric Power$33,555,753$2,516,273 ▲8.1%389,7303.2%UtilitiesCCitigroup$32,980,925$26,561 ▼-0.1%521,5203.2%FinanceGOOGAlphabet$32,895,468$7,613 ▼0.0%216,0483.2%Computer and TechnologyCVSCVS Health$32,744,830$75,772 ▲0.2%410,5423.2%Retail/WholesaleCVECenovus Energy$32,182,791$1,594,535 ▲5.2%1,608,6003.1%Oils/EnergyEOGEOG Resources$31,360,558$1,380,672 ▲4.6%245,3113.0%Oils/EnergyKMXCarMax$30,583,276$113,679 ▲0.4%351,0882.9%Retail/WholesaleDGDollar General$29,932,308$2,852,777 ▲10.5%191,8002.9%Retail/WholesaleTUTELUS$29,487,137$2,571,174 ▲9.6%1,841,8182.8%UtilitiesBSXBoston Scientific$28,245,208$171,225 ▲0.6%412,3992.7%MedicalENBEnbridge$28,092,837$486,409 ▲1.8%776,8122.7%Oils/EnergyUPSUnited Parcel Service$28,049,454$2,751,884 ▲10.9%188,7202.7%IndustrialsCAECAE$27,252,434$2,880,595 ▲11.8%1,318,8212.6%AerospaceGMGeneral Motors$27,078,576$634,900 ▼-2.3%597,1022.6%Auto/Tires/TrucksSUSuncor Energy$25,491,079$363,786 ▲1.4%690,2052.5%Oils/EnergyTRPTC Energy$24,795,200$110,606 ▲0.4%616,4852.4%Oils/EnergyMGAMagna International$23,256,934$1,412,511 ▲6.5%426,6072.2%Auto/Tires/TrucksPFEPfizer$23,139,226$2,510,542 ▲12.2%833,8462.2%MedicalGILDGilead Sciences$21,204,263$36,625 ▼-0.2%289,4782.0%MedicalMSMorgan Stanley$17,139,662$1,006,194 ▲6.2%182,0271.7%FinanceMDTMedtronic$16,863,874$33,989 ▲0.2%193,5041.6%MedicalTXNTexas Instruments$15,289,540$15,289,540 ▲New Holding87,7651.5%Computer and TechnologyPRAAPRA Group$4,043,026$11,762 ▼-0.3%155,0240.4%FinanceCMCanadian Imperial Bank of Commerce$3,679,643$28,563 ▲0.8%72,5290.4%FinanceBCEBCE$3,613,5130.0%106,2580.3%UtilitiesFTSFortis$3,296,301$573,339 ▼-14.8%83,3650.3%UtilitiesGLWCorning$3,282,816$32,960 ▲1.0%99,6000.3%Computer and TechnologyFSVFirstService$3,238,5500.0%19,5460.3%FinanceDHRDanaher$3,104,5190.0%12,4320.3%Multi-Sector ConglomeratesGOOGLAlphabet$2,742,851$302 ▼0.0%18,1730.3%Computer and TechnologyUNPUnion Pacific$2,633,910$36,889 ▲1.4%10,7100.3%TransportationEFAiShares MSCI EAFE ETF$2,519,5830.0%31,5500.2%FinanceKRKroger$2,478,871$91,408 ▲3.8%43,3900.2%Retail/WholesaleOTEXOpen Text$2,451,3980.0%63,1300.2%Computer and TechnologyVZVerizon Communications$1,925,9640.0%45,9000.2%Computer and TechnologyBMOBank of Montreal$1,645,765$29,312 ▲1.8%16,8440.2%FinanceCNQCanadian Natural Resources$1,563,066$49,621 ▼-3.1%20,4750.2%Oils/EnergyCVXChevron$1,435,434$15,774 ▼-1.1%9,1000.1%Oils/EnergyJNJJohnson & Johnson$1,324,999$110,733 ▲9.1%8,3760.1%MedicalPBAPembina Pipeline$1,253,932$176,610 ▲16.4%35,5000.1%Oils/EnergyBNBrookfield$1,223,426$122,150 ▼-9.1%29,2160.1%FinanceXOMExxon Mobil$1,064,1770.0%9,1550.1%Oils/EnergyTRIThomson Reuters$877,5900.0%5,6350.1%Business ServicesCOSTCostco Wholesale$867,434$73,263 ▼-7.8%1,1840.1%Retail/WholesaleTROWT. Rowe Price Group$865,6320.0%7,1000.1%FinanceIMOImperial Oil$817,6830.0%11,8460.1%Oils/EnergyLLYEli Lilly and Company$642,5950.0%8260.1%MedicalABBVAbbVie$629,3380.0%3,4560.1%MedicalCSXCSX$587,1890.0%15,8400.1%TransportationKMIKinder Morgan$586,880$586,880 ▲New Holding32,0000.1%Oils/EnergyTAT&T$577,2800.0%32,8000.1%Computer and TechnologyCNICanadian National Railway$513,9410.0%3,9000.0%TransportationEXCExelon$405,7560.0%10,8000.0%UtilitiesDFSDiscover Financial Services$398,9070.0%3,0430.0%FinanceABTAbbott Laboratories$373,9410.0%3,2900.0%MedicalVERALTO CORP$347,6360.0%3,9210.0%COM SHSMRKMerck & Co., Inc.$346,3690.0%2,6250.0%MedicalWFCWells Fargo & Company$318,780$57,960 ▼-15.4%5,5000.0%FinanceKMBKimberly-Clark$316,9080.0%2,4500.0%Consumer StaplesVVisa$306,4300.0%1,0980.0%Business ServicesPGProcter & Gamble$292,0500.0%1,8000.0%Consumer StaplesWDCWestern Digital$272,960$28,003,171 ▼-99.0%4,0000.0%Computer and TechnologyBAMBrookfield Asset Management$249,3680.0%5,9320.0%FinanceBHCBausch Health Companies$247,1280.0%23,3000.0%MedicalTFIITFI International$239,3710.0%1,5000.0%TransportationRCIRogers Communications$206,6570.0%5,0400.0%Consumer DiscretionaryBACBank of America$202,872$202,872 ▲New Holding5,3500.0%FinanceBIIBBiogen$0$238,068 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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