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IEQ Capital’s Fortis FTS Stock Holding History

IEQ Capital’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 		$15.7M Sell
274,795
-53,076
-16% -$2.99M 0.07% 252
2026
Q1 		$18.3M Buy
327,871
+318,950
+3,575% +$17.5M 0.08% 229
2025
Q4 		$463K Buy
8,921
+715
+9% +$36.6K ﹤0.01% 1369
2025
Q3 		$416K Buy
8,206
+1,750
+27% +$86.1K ﹤0.01% 1386
2025
Q2 		$308K Buy
+6,456
New +$307K ﹤0.01% 1380

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

IEQ Capital's FTS Position: Q2 2026 in Review

IEQ Capital reduced its Fortis (FTS) stake by 16% in Q2 2026, selling an estimated $2.99M and leaving 274,795 shares worth $15.7M. The position accounts for 0.07% of the portfolio, ranked #252.

IEQ Capital first reported a position in FTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q1 2026. 358 funds tracked by Wall St. Rank hold FTS as of Q2 2026.

  • IEQ Capital held 274,795 shares of Fortis worth $15.7M as of Q2 2026.
  • IEQ Capital sold 53,076 Fortis shares in Q2 2026, an estimated $2.99M.
  • Fortis made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #252 holding.
  • IEQ Capital first reported a position in Fortis in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Fortis position peaked at $18.3M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Fortis as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.