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O'Shaughnessy Asset Management’s Emera Inc EMA Stock Holding History

O'Shaughnessy Asset Management’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
Q1 		– Sell
-41,888
Closed -$2.06M – 2853
2025
Q4 		$2.06M Sell
41,888
-1,096
-3% -$52.9K 0.01% 827
2025
Q3 		$2.06M Sell
42,984
-240
-0.6% -$11.2K 0.01% 816
2025
Q2 		$1.98M Buy
+43,224
New +$1.94M 0.01% 778

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

O'Shaughnessy Asset Management's EMA Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Emera Inc (EMA) in Q1 2026, closing a stake of 41,888 shares — an estimated $2.06M sold.

O'Shaughnessy Asset Management first reported a position in EMA in Q2 2025 and held it in 3 quarters. The position peaked at $2.06M in Q4 2025. 209 funds tracked by Wall St. Rank hold EMA as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Emera Inc position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 41,888 Emera Inc shares in Q1 2026, an estimated $2.06M.
  • O'Shaughnessy Asset Management first reported a position in Emera Inc in Q2 2025 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's Emera Inc position peaked at $2.06M in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Emera Inc as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.