VWM
EMA

Venturi Wealth Management’s Emera Inc EMA Stock Holding History

Venturi Wealth 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
Q2 		$521K Buy
9,819
+1,708
+21% +$89.5K 0.02% 363
2026
Q1 		$421K Buy
8,111
+877
+12% +$44.4K 0.02% 387
2025
Q4 		$356K Buy
+7,234
New +$349K 0.02% 424

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

Venturi Wealth Management's EMA Position: Q2 2026 in Review

Venturi Wealth Management increased its Emera Inc (EMA) stake by 21% in Q2 2026, buying an estimated $89.5K and bringing the position to 9,819 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #363.

Venturi Wealth Management first reported a position in EMA in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold EMA as of Q2 2026.

  • Venturi Wealth Management held 9,819 shares of Emera Inc worth $521K as of Q2 2026.
  • Venturi Wealth Management bought 1,708 Emera Inc shares in Q2 2026, an estimated $89.5K.
  • Emera Inc made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Venturi Wealth Management first reported a position in Emera Inc in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Emera Inc as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.