Community Financial Services Group, LLC

Position in FTS — Fortis Inc.

CIK 1537319 NEWPORT, VT

Position in FTS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$55,398

-$40,951 QoQ

Shares Held

968

-43.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#292

of 356 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Community Financial Services Group, LLC holds $15,125,059 across 15 Utilities - Regulated Electric names. FTS ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	93,116	$8,172,791
2	AEP	American Electric Power Co Inc	44,632	$6,106,103
3	DUK	Duke Energy CORP	4,173	$528,217
4	SO	Southern Co	1,401	$134,089
5	LNT	Alliant Energy Corp	754	$57,521
6	FTS	Fortis Inc. This page	968	$55,398
7	PEG	Public Service Enterprise Group Inc	313	$25,403
8	WEC	Wec Energy Group, Inc.	153	$17,865

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,398	968	-43.9%	Shares	Defined	2026-07-09
2026-03-31	$96,349	1,727	-73.7%	Shares	Defined	2026-04-08
2024-12-31	$273,114	6,570	-56.3%	Shares	Sole	2025-01-29
2024-09-30	$682,871	15,028	-8.3%	Shares	Sole	2024-10-21
2024-06-30	$636,819	16,396	-20.9%	Shares	Sole	2024-07-25
2024-03-31	$819,278	20,736	-76.7%	Shares	Sole	2024-04-23
2023-09-30	$3,383,008	89,050	-14.1%	Shares	Sole	2023-11-07
2021-12-31	$5,001,543	103,616	+2.1%	Shares	Sole	2022-03-10
2021-09-30	$4,499,671	101,504	+2.6%	Shares	Sole	2021-11-09
2021-06-30	$4,377,841	98,979	+1.7%	Shares	Sole	2021-07-23
2021-03-31	$4,219,380	97,288	+2.2%	Shares	Sole	2021-05-14
2020-12-31	$3,885,899	95,196	+3.3%	Shares	Sole	2021-02-04
2020-09-30	$3,765,494	92,156	-2.6%	Shares	Sole	2020-10-29
2020-06-30	$3,601,149	94,568	-12.5%	Shares	Sole	2020-07-24
2020-03-31	$4,166,868	108,090	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.