TWD
EMA

True Wealth Design’s Emera Inc EMA Stock Holding History

True Wealth Design’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 		$12.6K Buy
237
+70
+42% +$3.67K ﹤0.01% 982
2026
Q1 		$8.66K Buy
167
+71
+74% +$3.6K ﹤0.01% 1023
2025
Q4 		$4.73K Buy
96
+22
+30% +$1.06K ﹤0.01% 1106
2025
Q3 		$3.55K Buy
+74
New +$3.46K ﹤0.01% 1216

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

True Wealth Design's EMA Position: Q2 2026 in Review

True Wealth Design increased its Emera Inc (EMA) stake by 42% in Q2 2026, buying an estimated $3.67K and bringing the position to 237 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

True Wealth Design first reported a position in EMA in Q3 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold EMA as of Q2 2026.

  • True Wealth Design held 237 shares of Emera Inc worth $12.6K as of Q2 2026.
  • True Wealth Design bought 70 Emera Inc shares in Q2 2026, an estimated $3.67K.
  • Emera Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #982 holding.
  • True Wealth Design first reported a position in Emera Inc in Q3 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Emera Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.