Value Partners Investments Inc. FTS — FORTIS INC

Ownership history in Value Partners Investments Inc.  ·  25 quarters on record

AI Ownership Summary

Value Partners Investments Inc. reported FORTIS INC (FTS) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2023 Q4. The latest visible filing shows FTS at 0.42% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Value Partners Investments Inc.'s position in FORTIS INC, 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 Q1

FTS was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

FTS stock page Value Partners Investments Inc. fund profile Value Partners Investments Inc. full holdings
How Value Partners Investments Inc. held FTS — position size vs. price
% of Fund (quarterly)    FTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 98,796 -14,247 -12.6% 0.42% $5.5M 2026-04-21 $55.83
2025 Q4 ADDED — — — 113,043 +1,918 +1.7% 0.45% $5.9M 2026-01-08 $51.21
2025 Q3 ADDED — — — 111,125 +1,261 +1.1% 0.46% $5.6M 2025-10-15 $50.95
2025 Q2 REDUCED — — — 109,864 -1,216 -1.1% 0.41% $5.2M 2025-07-07 $46.08
2025 Q1 ADDED — — — 111,080 +99,899 +893.5% 0.44% $5.1M 2025-04-23 $47.07
2024 Q4 REDUCED 89.8% +10.7% ❌ 11,181 -98,973 -89.8% 0.26% $668K 2025-02-13 $42.74
2024 Q3 REDUCED 18.2% -7.3% ✅ 110,154 -24,586 -18.2% 0.41% $6.8M 2024-10-07 $41.68
2024 Q2 ADDED — — — 134,740 +2,105 +1.6% 0.45% $7.2M 2024-07-09 $37.11
2024 Q1 REDUCED 9.9% -1.2% ✅ 132,635 -14,603 -9.9% 0.43% $7.1M 2024-05-02 $37.21
2023 Q4 ADDED — — — 147,238 +19,023 +14.8% 0.51% $6.0M 2024-01-26 $36.75
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTS

As of 2026 Q1 — sorted by position size

QV Investors Inc. 3Y 7Y 3.84% CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.98% CALEDONIA INVESTMENTS PLC 3Y 7Y 2.66% DAVIS-REA LTD. 3Y 7Y 2.32% Triasima Portfolio Management inc. 3Y 2.15% Gold Investment Management Ltd. 1.41% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.88% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.79% DGS Capital Management, LLC 3Y 0.46% MITCHELL & PAHL PRIVATE WEALTH, LLC 3Y 0.41%

FAQ About Value Partners Investments Inc. and FTS

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

How long has Value Partners Investments Inc. reported owning FTS?

Value Partners Investments Inc. reported FTS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTS position in Value Partners Investments Inc.'s portfolio?

The largest reported portfolio weight for FTS was 0.51% in 2023 Q4.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2026 Q1, when Value Partners Investments Inc. reported 98,796 shares, equal to 0.42% of portfolio, with an estimated market value of $5.5M.

What does the chart on this FTS ownership page compare?

The chart compares Value Partners Investments Inc.'s quarterly FTS 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 Value Partners Investments Inc. time their FTS position?

Based on 13F filing dates vs. subsequent FTS price moves, Value Partners Investments Inc. correctly timed 13 out of 24 reported position changes (54%).

← Back to Value Partners Investments Inc. Holdings