Root Financial Partners
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Root Financial Partners’s Emera Inc EMA Stock Holding History

Root Financial Partners’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 		$4.5K Buy
+94
New +$4.83K ﹤0.01% 2269
2026
Q2 		– Sell
-27
Closed -$1.4K – 3427
2026
Q1 		$1.4K Buy
27
+16
+145% +$811 ﹤0.01% 2464
2025
Q4 		$542 Buy
+11
New +$531 ﹤0.01% 2196

Other funds holding EMA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's EMA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Emera Inc (EMA) in Q3 2026: 94 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #2269 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EMA as recently as Q1 2026.

Root Financial Partners first reported a position in EMA in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold EMA as of Q3 2026.

  • Root Financial Partners held 94 shares of Emera Inc worth $4.5K as of Q3 2026.
  • Emera Inc was a new Root Financial Partners position in Q3 2026.
  • Emera Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2269 holding.
  • Root Financial Partners first reported a position in Emera Inc in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Emera Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.