Bernard Wealth Management Corp.

Position in FTS — Fortis Inc.

CIK 2056313 ROYAL OAK, MI

Position in FTS

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$11,159

+$280 QoQ

Shares Held

195

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#318

of 356 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bernard Wealth Management Corp. holds $1,974,816 across 6 Utilities - Regulated Electric names. FTS ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,073	$1,839,563
2	CMS	Cms Energy Corp	962	$73,593
3	FE	Firstenergy Corp	828	$39,363
4	FTS	Fortis Inc. This page	195	$11,159
5	PNW	Pinnacle West Capital Corp	100	$10,700
6	NEE	Nextera Energy Inc	5	$438

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,159	195	0.0%	Shares	Sole	2026-08-21
2026-03-31	$10,879	195	0.0%	Shares	Sole	2026-05-15
2025-12-31	$10,128	195	0.0%	Shares	Sole	2026-01-15
2025-09-30	$9,894	195	0.0%	Shares	Sole	2025-10-14
2025-06-30	$9,307	195	0.0%	Shares	Sole	2025-07-24
2025-03-31	$8,888	195	0.0%	Shares	Sole	2025-04-16
2024-12-31	$8,106	195	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.