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Clear Creek Financial Management’s Fortis FTS Stock Holding History

Clear Creek Financial Management’s Portfolio FTS Stock Details FTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,202
Closed -$248K – 572
2025
Q2 		$248K Sell
5,202
-363
-7% -$17.3K 0.02% 480
2025
Q1 		$254K Buy
5,565
+676
+14% +$29.4K 0.03% 434
2024
Q4 		$203K Buy
+4,889
New +$214K 0.02% 447

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Clear Creek Financial Management's FTS Position: Q3 2025 in Review

Clear Creek Financial Management sold out of Fortis (FTS) in Q3 2025, closing a stake of 5,202 shares — an estimated $248K sold.

Clear Creek Financial Management first reported a position in FTS in Q4 2024 and held it in 3 quarters. The position peaked at $254K in Q1 2025. 312 funds tracked by Wall St. Rank hold FTS as of Q3 2025.

  • Clear Creek Financial Management reported no remaining Fortis position as of Q3 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 5,202 Fortis shares in Q3 2025, an estimated $248K.
  • Clear Creek Financial Management first reported a position in Fortis in Q4 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's Fortis position peaked at $254K in Q1 2025.
  • 312 funds tracked by Wall St. Rank held Fortis as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.