FTS FORTIS INC

Ownership history in Heronetta Management, L.P.  ·  37 quarters on record

This page tracks every 13F SEC filing in which Heronetta Management, L.P. reported a position in FORTIS INC (FTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.18% (2020 Q1)
Avg. % of fund
2.9%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 86,000 0% 3.55% $6.1M $51.51
2025 Q3 UNCHANGED 86,000 0% 3.32% $6.1M $50.32
2025 Q2 UNCHANGED 86,000 0% 3.11% $5.6M $46.92
2025 Q1 UNCHANGED 86,000 0% 3.08% $5.6M $44.39
2024 Q4 UNCHANGED 86,000 0% 2.93% $5.1M $40.09
2024 Q3 UNCHANGED 86,000 0% 3.23% $5.3M $43.39
2024 Q2 UNCHANGED 86,000 0% 2.92% $4.6M $36.72
2024 Q1 UNCHANGED 86,000 0% 2.97% $4.6M $36.96
2023 Q4 ADDED 86,000 +4,000 +4.9% 3.32% $4.7M $38.05
2023 Q3 UNCHANGED 82,000 0% 3.10% $4.2M $34.78
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTS price (monthly, adj. close)
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