Envestnet Asset Management
FTS icon

Envestnet Asset Management’s Fortis FTS Stock Holding History

Envestnet Asset 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
2026
Q2 		$8.19M Sell
143,171
-8,564
-6% -$483K ﹤0.01% 2080
2026
Q1 		$8.47M Buy
151,735
+9,984
+7% +$549K ﹤0.01% 1940
2025
Q4 		$7.36M Sell
141,751
-9,168
-6% -$470K ﹤0.01% 1906
2025
Q3 		$7.66M Sell
150,919
-16,030
-10% -$788K ﹤0.01% 1943
2025
Q2 		$7.97M Sell
166,949
-656
-0.4% -$31.2K ﹤0.01% 1891
2025
Q1 		$7.64M Sell
167,605
-5,580
-3% -$243K ﹤0.01% 1844
2024
Q4 		$7.2M Sell
173,185
-679
-0.4% -$29.7K ﹤0.01% 1862
2024
Q3 		$7.9M Sell
173,864
-5,176
-3% -$221K ﹤0.01% 1800
2024
Q2 		$6.95M Buy
179,040
+46,722
+35% +$1.84M ﹤0.01% 1797
2024
Q1 		$5.23M Sell
132,318
-31,176
-19% -$1.24M ﹤0.01% 1945
2023
Q4 		$6.72M Buy
163,494
+4,859
+3% +$196K ﹤0.01% 1697
2023
Q3 		$6.03M Buy
158,635
+38,803
+32% +$1.58M ﹤0.01% 1681
2023
Q2 		$5.16M Buy
119,832
+24,867
+26% +$1.08M ﹤0.01% 1687
2023
Q1 		$4.04M Buy
94,965
+6,915
+8% +$283K ﹤0.01% 1756
2022
Q4 		$3.53M Sell
88,050
-3,358
-4% -$132K ﹤0.01% 1803
2022
Q3 		$3.47M Buy
91,408
+346
+0.4% +$15.7K ﹤0.01% 1721
2022
Q2 		$4.3M Buy
91,062
+1,357
+2% +$66.5K ﹤0.01% 1606
2022
Q1 		$4.44M Buy
89,705
+10,138
+13% +$476K ﹤0.01% 1678
2021
Q4 		$3.84M Buy
79,567
+5,353
+7% +$242K ﹤0.01% 1744
2021
Q3 		$3.29M Sell
74,214
-336
-0.5% -$15.2K ﹤0.01% 1783
2021
Q2 		$3.3M Sell
74,550
-2,525
-3% -$114K ﹤0.01% 1762
2021
Q1 		$3.34M Buy
77,075
+27,144
+54% +$1.11M ﹤0.01% 1641
2020
Q4 		$2.04M Buy
49,931
+4,710
+10% +$193K ﹤0.01% 1749
2020
Q3 		$1.85M Buy
45,221
+5,081
+13% +$203K ﹤0.01% 1652
2020
Q2 		$1.53M Buy
40,140
+5,061
+14% +$193K ﹤0.01% 1733
2020
Q1 		$1.35M Buy
35,079
+2,075
+6% +$85K ﹤0.01% 1638
2019
Q4 		$1.37M Sell
33,004
-17,329
-34% -$709K ﹤0.01% 1825
2019
Q3 		$2.13M Sell
50,333
-1,057
-2% -$43.1K ﹤0.01% 1511
2019
Q2 		$2.03M Buy
51,390
+2,743
+6% +$104K ﹤0.01% 1546
2019
Q1 		$1.8M Buy
48,647
+2,492
+5% +$88.5K ﹤0.01% 1536
2018
Q4 		$1.54M Buy
+46,155
New +$1.55M ﹤0.01% 1480
2018
Q3 		– Sell
-328,836
Closed -$10.5M – 1745
2018
Q2 		$10.5M Buy
328,836
+303,613
+1,204% +$9.9M 0.02% 317
2018
Q1 		$852K Sell
25,223
-278,733
-92% -$9.45M ﹤0.01% 994
2017
Q4 		$11.1M Buy
303,956
+2,058
+0.7% +$75.9K 0.02% 367
2017
Q3 		$10.8M Buy
301,898
+2,077
+0.7% +$74.9K 0.03% 354
2017
Q2 		$10.5M Buy
299,821
+10,001
+3% +$333K 0.03% 360
2017
Q1 		$9.61M Buy
289,820
+34,934
+14% +$1.12M 0.03% 374
2016
Q4 		$7.87M Buy
+254,886
New +$7.91M 0.03% 389

Other funds holding FTS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management's FTS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Fortis (FTS) stake by 5.6% in Q2 2026, selling an estimated $483K and leaving 143,171 shares worth $8.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Envestnet Asset Management first reported a position in FTS in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2017. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Envestnet Asset Management held 143,171 shares of Fortis worth $8.19M as of Q2 2026.
  • Envestnet Asset Management sold 8,564 Fortis shares in Q2 2026, an estimated $483K.
  • Fortis made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2080 holding.
  • Envestnet Asset Management first reported a position in Fortis in Q4 2016 and has held it in 38 quarters since.
  • Envestnet Asset Management's Fortis position peaked at $11.1M in Q4 2017.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.