IEQ Capital
FTS icon

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
Q3 		$14.3M Sell
271,576
-3,219
-1% -$180K 0.06% 293
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

IEQ Capital's FTS Position: Q3 2026 in Review

IEQ Capital reduced its Fortis (FTS) stake by 1.2% in Q3 2026, selling an estimated $180K and leaving 271,576 shares worth $14.3M. The position accounts for 0.06% of the portfolio, ranked #293.

IEQ Capital first reported a position in FTS in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.3M in Q1 2026. 183 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • IEQ Capital held 271,576 shares of Fortis worth $14.3M as of Q3 2026.
  • IEQ Capital sold 3,219 Fortis shares in Q3 2026, an estimated $180K.
  • Fortis made up 0.06% of IEQ Capital's portfolio in Q3 2026, its #293 holding.
  • IEQ Capital first reported a position in Fortis in Q2 2025 and has held it in 6 quarters since.
  • IEQ Capital's Fortis position peaked at $18.3M in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.