JMN Financial LLC

Position in FTS — Fortis Inc.

CIK 2113267 NEW ALBANY, OH

Position in FTS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$554,043

+$24,429 QoQ

Shares Held

9,681

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#209

of 356 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JMN Financial LLC holds $2,267,767 across 5 Utilities - Regulated Electric names. FTS ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	9,238	$798,440
2	FTS	Fortis Inc. This page	9,681	$554,043
3	PNW	Pinnacle West Capital Corp	3,815	$408,205
4	ED	Consolidated Edison Inc	2,437	$269,605
5	PEG	Public Service Enterprise Group Inc	2,926	$237,474

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,043	9,681	+2.0%	Shares	Sole	2026-08-10
2026-03-31	$529,614	9,493	-28.4%	Shares	Sole	2026-05-15
2025-12-31	$688,568	13,257	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.