Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTIS GROUP ADVISORS LLC | 03-04-2024 | 12-31-2023 | 1292 | 403,932,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC | COM | 151 | $257,812 | 3,823 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CONSOLIDATED EDISON INC | COM | 152 | $257,432 | 2,691 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN TOWER CORP NEW | COM | 153 | $250,225 | 1,225 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 154 | $245,313 | 2,794 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
