CALEDONIA INVESTMENTS PLC

Position in FTS — Fortis Inc.

CIK 1037766 LONDON ENGLAND, X0

Position in FTS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$23,464,300

+$590,400 QoQ

Shares Held

410,000

0.0% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#68

of 356 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CALEDONIA INVESTMENTS PLC holds $23,464,300 across 1 Utilities - Regulated Electric name. FTS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FTS	Fortis Inc. This page	410,000	$23,464,300

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,464,300	410,000	0.0%	Shares	Sole	2026-07-17
2026-03-31	$22,873,900	410,000	-10.2%	Shares	Sole	2026-04-22
2025-12-31	$23,720,998	456,700	0.0%	Shares	Sole	2026-01-20
2025-09-30	$23,172,958	456,700	-13.3%	Shares	Sole	2025-11-06
2025-06-30	$25,139,391	526,700	0.0%	Shares	Sole	2025-07-18
2025-03-31	$24,006,986	526,700	0.0%	Shares	Sole	2025-04-11
2024-12-31	$21,894,919	526,700	0.0%	Shares	Sole	2025-01-10
2024-09-30	$23,933,248	526,700	0.0%	Shares	Sole	2024-10-02
2024-06-30	$20,457,028	526,700	0.0%	Shares	Sole	2024-07-19
2024-03-31	$20,809,917	526,700	0.0%	Shares	Sole	2024-04-12
2023-12-31	$21,663,171	526,700	+6.7%	Shares	Sole	2024-01-26
2023-09-30	$18,755,663	493,700	+14.4%	Shares	Sole	2023-10-13
2023-06-30	$18,601,953	431,700	0.0%	Shares	Sole	2023-07-07
2023-03-31	$18,360,201	431,700	0.0%	Shares	Sole	2023-04-14
2022-12-31	$17,285,268	431,700	0.0%	Shares	Sole	2023-01-17
2022-09-30	$16,400,283	431,700	0.0%	Shares	Sole	2022-10-21
2022-06-30	$20,406,459	431,700	0.0%	Shares	Sole	2022-07-15
2022-03-31	$21,369,150	431,700	—	Shares	Sole	2022-04-15
No filing history on record for this holder in this stock.