Fortis shares owned by Creative Planning
Historical chart of Creative Planning investment in Fortis
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All positions including Fortis held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fortis by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 44k | 41.13 |
| 2023-09-30 | $1.3M | 34k | 37.99 |
| 2023-06-30 | $1.5M | 34k | 43.09 |
| 2023-03-31 | $897k | 21k | 42.53 |
| 2022-12-31 | $731k | 18k | 40.04 |
| 2022-09-30 | $455k | 12k | 38.02 |
| 2022-06-30 | $522k | 11k | 47.31 |
| 2022-03-31 | $464k | 9.4k | 49.48 |
| 2021-12-31 | $440k | 9.1k | 48.25 |
| 2021-09-30 | $407k | 9.2k | 44.32 |
| 2021-06-30 | $344k | 7.8k | 44.23 |
| 2021-03-31 | $359k | 8.3k | 43.38 |
| 2020-12-31 | $338k | 8.3k | 40.86 |
| 2020-09-30 | $321k | 7.9k | 40.82 |
| 2020-06-30 | $288k | 7.6k | 38.09 |
| 2020-03-31 | $332k | 8.6k | 38.56 |
| 2017-06-30 | $116k | 3.3k | 35.08 |
| 2017-03-31 | $102k | 3.1k | 33.10 |
| 2016-12-31 | $95k | 3.1k | 30.82 |