Creative Planning
EMA

Creative Planning’s Emera Inc EMA Stock Holding History

Creative Planning’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
Q2 		$3.02M Buy
56,964
+33,583
+144% +$1.76M ﹤0.01% 1779
2026
Q1 		$1.21M Buy
+23,381
New +$1.18M ﹤0.01% 2302

Other funds holding EMA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Creative Planning's EMA Position: Q2 2026 in Review

Creative Planning increased its Emera Inc (EMA) stake by 144% in Q2 2026, buying an estimated $1.76M and bringing the position to 56,964 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Creative Planning first reported a position in EMA in Q1 2026 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold EMA as of Q2 2026.

  • Creative Planning held 56,964 shares of Emera Inc worth $3.02M as of Q2 2026.
  • Creative Planning bought 33,583 Emera Inc shares in Q2 2026, an estimated $1.76M.
  • Emera Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1779 holding.
  • Creative Planning first reported a position in Emera Inc in Q1 2026 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Emera Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.