RFP
EMA

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
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

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

Root Financial Partners's EMA Position: Q2 2026 in Review

Root Financial Partners sold out of Emera Inc (EMA) in Q2 2026, closing a stake of 27 shares — an estimated $1.4K sold.

Root Financial Partners first reported a position in EMA in Q4 2025 and held it in 2 quarters. The position peaked at $1.4K in Q1 2026. 220 funds tracked by Wall St. Rank hold EMA as of Q2 2026.

  • Root Financial Partners reported no remaining Emera Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 Emera Inc shares in Q2 2026, an estimated $1.4K.
  • Root Financial Partners first reported a position in Emera Inc in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Emera Inc position peaked at $1.4K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Emera Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.