Position in FTS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,406
+$111 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 356 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MB, LEVIS & ASSOCIATES, LLC holds $921,051 across 8 Utilities - Regulated Electric names. FTS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
8,855 | $777,203 | |
| 2 | PPL |
PPL Corp
|
1,215 | $44,165 | |
| 3 | SO |
Southern Co
|
427 | $40,868 | |
| 4 | DTE |
Dte Energy Co
|
164 | $24,988 | |
| 5 | XEL |
Xcel Energy Inc
|
250 | $20,075 | |
| 6 | AEP |
American Electric Power Co Inc
|
36 | $4,925 | |
| 7 | FE |
Firstenergy Corp
|
93 | $4,421 | |
| 8 | FTS |
Fortis Inc.
This page
|
77 | $4,406 |
All Filings in FTS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,406 | 77 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,295 | 77 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,999 | 77 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,906 | 77 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,675 | 77 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,509 | 77 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,200 | 77 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $3,498 | 77 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $2,990 | 77 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $3,042 | 77 | Shares | Sole | 2025-05-07 | |
| 2023-12-31 | $3,167 | 77 | Shares | Sole | 2025-05-07 | |
| 2023-09-30 | $2,925 | 77 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $3,317 | 77 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $3,274 | 77 | Shares | Sole | 2025-05-07 | |
| 2022-12-31 | $3,083 | 77 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||