Aaron Wealth Advisors
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Aaron Wealth Advisors’s Emera Inc EMA Stock Holding History

Aaron Wealth Advisors’s Portfolio EMA Stock Details EMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$282K Sell
5,890
-2,963
-33% -$152K 0.01% 579
2026
Q2 		$469K Buy
8,853
+1,583
+22% +$83K 0.02% 439
2026
Q1 		$377K Buy
+7,270
New +$368K 0.02% 471

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Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
A.D. Beadell Investment Counsel
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Aaron Wealth Advisors's EMA Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Emera Inc (EMA) stake by 33% in Q3 2026, selling an estimated $152K and leaving 5,890 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #579.

Aaron Wealth Advisors first reported a position in EMA in Q1 2026 and has held it in 3 quarters since. The position peaked at $469K in Q2 2026. 27 funds tracked by Wall St. Rank hold EMA as of Q3 2026.

  • Aaron Wealth Advisors held 5,890 shares of Emera Inc worth $282K as of Q3 2026.
  • Aaron Wealth Advisors sold 2,963 Emera Inc shares in Q3 2026, an estimated $152K.
  • Emera Inc made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #579 holding.
  • Aaron Wealth Advisors first reported a position in Emera Inc in Q1 2026 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Emera Inc position peaked at $469K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Emera Inc as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.