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Evergreen Capital Management’s Fortis FTS Stock Holding History

Evergreen Capital 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 		$363K Sell
6,347
-51
-0.8% -$2.88K 0.01% 1092
2026
Q1 		$357K Hold
6,398
– – 0.01% 999
2025
Q4 		$332K Sell
6,398
-408
-6% -$20.9K 0.01% 977
2025
Q3 		$345K Buy
6,806
+167
+3% +$8.21K 0.01% 876
2025
Q2 		$317K Sell
6,639
-225
-3% -$10.7K 0.01% 776
2025
Q1 		$313K Buy
6,864
+708
+12% +$30.8K 0.01% 728
2024
Q4 		$256K Buy
+6,156
New +$269K 0.01% 821
2024
Q2 		– Sell
-5,553
Closed -$219K – 971
2024
Q1 		$219K Sell
5,553
-2,071
-27% -$82.5K 0.01% 760
2023
Q4 		$314K Buy
7,624
+657
+9% +$26.5K 0.01% 573
2023
Q3 		$265K Buy
6,967
+151
+2% +$6.17K 0.01% 605
2023
Q2 		$294K Buy
+6,816
New +$297K 0.01% 564
2023
Q1 		– Sell
-5,071
Closed -$203K – 734
2022
Q4 		$203K Buy
+5,071
New +$199K 0.01% 609
2022
Q3 		– Sell
-5,045
Closed -$238K – 624
2022
Q2 		$238K Buy
+5,045
New +$247K 0.01% 479

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

Evergreen Capital Management's FTS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Fortis (FTS) stake by 0.8% in Q2 2026, selling an estimated $2.88K and leaving 6,347 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1092.

Evergreen Capital Management first reported a position in FTS in Q2 2022 and has held it in 13 quarters since. 357 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • Evergreen Capital Management held 6,347 shares of Fortis worth $363K as of Q2 2026.
  • Evergreen Capital Management sold 51 Fortis shares in Q2 2026, an estimated $2.88K.
  • Fortis made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1092 holding.
  • Evergreen Capital Management first reported a position in Fortis in Q2 2022 and has held it in 13 quarters since.
  • 357 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.