Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s Fortis FTS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.05M Buy
19,962
+1,207
+6% +$67.5K 0.38% 89
2026
Q2 		$1.07M Buy
18,755
+709
+4% +$40K 0.39% 86
2026
Q1 		$1.01M Buy
18,046
+533
+3% +$29.3K 0.41% 89
2025
Q4 		$910K Sell
17,513
-216
-1% -$11.1K 0.38% 97
2025
Q3 		$900K Buy
17,729
+165
+0.9% +$8.11K 0.38% 93
2025
Q2 		$838K Buy
17,564
+783
+5% +$37.3K 0.37% 98
2025
Q1 		$765K Sell
16,781
-495
-3% -$21.5K 0.36% 97
2024
Q4 		$718K Buy
17,276
+1,182
+7% +$51.7K 0.34% 103
2024
Q3 		$731K Buy
16,094
+1,356
+9% +$58K 0.34% 107
2024
Q2 		$572K Buy
14,738
+82
+0.6% +$3.23K 0.3% 112
2024
Q1 		$579K Buy
14,656
+1,401
+11% +$55.8K 0.3% 115
2023
Q4 		$545K Buy
13,255
+18
+0.1% +$726 0.31% 115
2023
Q3 		$503K Buy
13,237
+2,144
+19% +$87.6K 0.3% 114
2023
Q2 		$478K Buy
11,093
+1,135
+11% +$49.5K 0.29% 116
2023
Q1 		$424K Buy
9,958
+361
+4% +$14.8K 0.27% 121
2022
Q4 		$384K Buy
9,597
+458
+5% +$18K 0.25% 125
2022
Q3 		$347K Buy
9,139
+1,007
+12% +$45.6K 0.26% 119
2022
Q2 		$384K Buy
8,132
+1,101
+16% +$54K 0.27% 118
2022
Q1 		$348K Buy
7,031
+1,601
+29% +$75.1K 0.22% 133
2021
Q4 		$262K Buy
5,430
+507
+10% +$22.9K 0.17% 141
2021
Q3 		$218K Buy
+4,923
New +$223K 0.16% 147

Other funds holding FTS

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Mitchell & Pahl Private Wealth's FTS Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Fortis (FTS) stake by 6.4% in Q3 2026, buying an estimated $67.5K and bringing the position to 19,962 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #89.

Mitchell & Pahl Private Wealth first reported a position in FTS in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q2 2026. 43 funds tracked by Wall St. Rank hold FTS as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 19,962 shares of Fortis worth $1.05M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,207 Fortis shares in Q3 2026, an estimated $67.5K.
  • Fortis made up 0.38% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #89 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Fortis in Q3 2021 and has held it in 21 quarters since.
  • Mitchell & Pahl Private Wealth's Fortis position peaked at $1.07M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Fortis as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.