MACKENZIE FINANCIAL CORP ISOU — ISOENERGY LTD

Ownership history in MACKENZIE FINANCIAL CORP  ·  5 quarters on record

AI Ownership Summary

MACKENZIE FINANCIAL CORP reported ISOENERGY LTD (ISOU) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows ISOU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISOU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MACKENZIE FINANCIAL CORP's position in ISOENERGY LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ISOU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISOU stock page MACKENZIE FINANCIAL CORP fund profile MACKENZIE FINANCIAL CORP full holdings
How MACKENZIE FINANCIAL CORP held ISOU — position size vs. price
% of Fund (quarterly)    ISOU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 53,865 +8,239 +18.1% 0.00% $479K 2026-11-02 $8.08
2026 Q2 ADDED — — — 45,626 +9,665 +26.9% 0.00% $645K 2026-08-13 $10.29
2026 Q1 ADDED — — — 35,961 +2,235 +6.6% 0.00% $381K 2026-05-13 $12.20
2025 Q4 ADDED — — — 33,726 +15,656 +86.6% 0.00% $300K 2026-02-18 $10.51
2025 Q3 INITIATED — — — 18,070 — — 0.00% $182K 2025-11-14 (Est.) $8.08

🏢 Other funds also holding ISOU

As of 2026 Q3 — sorted by position size

FIRETRAIL INVESTMENTS PTY LTD 0.72% Acasta Partners UK LLP 0.6% Ausbil Investment Management Ltd 3Y 0.17% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.01% Chicago Partners Investment Group LLC 3Y 7Y 0.0% Hennion & Walsh Asset Management, Inc. 3Y 0.0% Fairscale Capital, LLC 0.0% Vontobel Holding Ltd. 3Y 0.0% Ascentis Independent Advisors 3Y 0.0% CITIGROUP INC 3Y 7Y 0.0%

FAQ About MACKENZIE FINANCIAL CORP and ISOU

These are the practical questions this page is built to answer before you even open the full history table.

How long has MACKENZIE FINANCIAL CORP reported owning ISOU?

MACKENZIE FINANCIAL CORP reported ISOU across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported ISOU position in MACKENZIE FINANCIAL CORP's portfolio?

The largest reported portfolio weight for ISOU was 0.00% in 2026 Q2.

What is the latest reported ISOU position on this page?

The most recent filing on this page is 2026 Q3, when MACKENZIE FINANCIAL CORP reported 53,865 shares, equal to 0.00% of portfolio, with an estimated market value of $479K.

What does the chart on this ISOU ownership page compare?

The chart compares MACKENZIE FINANCIAL CORP's quarterly ISOU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MACKENZIE FINANCIAL CORP time their ISOU position?

Based on 13F filing dates vs. subsequent ISOU price moves, MACKENZIE FINANCIAL CORP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ISOU relative to SPY over the holding period was -12.0%.

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