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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in FTS — Fortis Inc.

CIK 927971 TORONTO, A6
Back to FTS Full portfolio

Position in FTS

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$1,382,697,628
+$109,052,999 QoQ
Shares Held
24,783,969
+1.1% QoQ
Ownership
4.87%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 99.6510324879764.ToString("F0")% Shared 0.ToString("F0")% None 0.3489675120235988.ToString("F0")%

Common Shares in FTS Over Time

Shares Held

Position Value (USD)

Derivatives in FTS

reported options exposure · as of Mar 31, 2026
CallValue
$273,371
CallShares
4,900
PutValue
$89,264
PutShares
1,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $4,730,157,305 across 36 Utilities - Regulated Electric names. FTS ranks #1 (29.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FTS
Fortis Inc.
This page 		24,783,969 $1,382,697,628
2 EMA
Emera Inc
 17,854,804 $926,128,681
3 NEE
Nextera Energy Inc
 4,670,849 $433,828,451
4 AEP
American Electric Power Co Inc
 1,989,701 $260,810,002
5 D
Dominion Energy, Inc
 3,357,665 $207,570,845
6 DUK
Duke Energy CORP
 1,497,734 $196,113,287
7 SO
Southern Co
 1,721,982 $166,205,699
8 PCG
PG&E Corp
 8,498,767 $149,323,332

All Filings in FTS

Export CSV
44 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $89,264 1,600
2026-03-31 $1,382,697,628 24,783,969
2026-03-31 $273,371 4,900
2025-12-31 $197,372 3,800
2025-12-31 $12,465,600 240,000
2025-12-31 $1,273,644,629 24,521,460
2025-09-30 $1,173,692,561 23,131,505
2025-09-30 $238,478 4,700
2025-09-30 $142,072 2,800
2025-06-30 $1,060,108,260 22,210,523
2025-03-31 $1,059,068,891 23,235,386
2025-03-31 $182,320 4,000
2025-03-31 $278,038 6,100
2024-12-31 $1,013,448,664 24,379,328
2024-12-31 $1,013,278,226 24,375,228
2024-09-30 $1,192,418,028 26,241,594
2024-09-30 $227,200 5,000
2024-09-30 $8,588,160 189,000
2024-06-30 $1,024,823,654 26,385,779
2024-06-30 $7,768,000 200,000
2024-03-31 $1,145,637,569 28,996,142
2024-03-31 $7,902,000 200,000
2023-12-31 $1,121,409,572 27,265,003
2023-09-30 $1,005,397,027 26,464,781
2023-06-30 $1,133,878,704 26,314,196
2023-03-31 $1,054,124,419 24,785,432
2022-12-31 $4,004,000 100,000
2022-12-31 $904,133,348 22,580,753
2022-09-30 $6,473,496 170,400
2022-09-30 $872,326,111 22,961,993
2022-06-30 $966,223,566 20,440,524
2022-03-31 $996,108,200 20,123,398
2021-12-31 $1,039,036,654 21,525,516
2021-12-31 $4,827,000 100,000
2021-09-30 $970,699,016 21,897,113
2021-06-30 $985,322,190 22,277,237
2021-06-30 $9,505,027 214,900
2021-03-31 $900,916,594 20,772,806
2020-12-31 $818,577,254 20,053,338
2020-09-30 $820,292,650 20,075,689
2020-06-30 $7,616,000 200,000
2020-06-30 $732,125,011 19,225,972
2020-03-31 $8,280,540 214,800
2020-03-31 $683,884,012 17,740,182

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