Filing Research | EMERA INC Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	2.0MSH	$104.4M
2	Addenda Capital Inc.	Shares	421.8KSH	$31.7M
3	Cardinal Capital Management, Inc.	Shares	223.8KSH	$11.8M
4	Rathbones Group PLC	Shares	58.9KSH	$3.1M
5	Sky Investment Group LLC	Shares	54.0KSH	$2.9M
6	BFSG, LLC	Shares	27.9KSH	$1.5M
7	Crossmark Global Holdings, Inc.	Shares	21.3KSH	$1.1M
8	Y-Intercept (Hong Kong) Ltd	Shares	19.4KSH	$1.0M
9	CIDEL ASSET MANAGEMENT INC	Shares	19.2KSH	$1.0M
10	Fideuram Asset Management (Ireland) dac	Shares	11.0KSH	$817.1K
11	NAPLES GLOBAL ADVISORS, LLC	Shares	11.9KSH	$629.1K
12	Venturi Wealth Management, LLC	Shares	9.8KSH	$520.6K
13	Aaron Wealth Advisors LLC	Shares	8.9KSH	$469.4K
14	Versant Capital Management, Inc	Shares	7.4KSH	$392.2K
15	LOUISBOURG INVESTMENTS INC.	Shares	6.4KSH	$338.8K
16	Assenagon Asset Management S.A.	Shares	5.1KSH	$271.4K
17	Sequoia Financial Advisors, LLC	Shares	5.0KSH	$264.1K
18	ABN AMRO INVESTMENT SOLUTIONS	Shares	4.3KSH	$230.6K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.2KSH	$226.1K
20	SIGNATUREFD, LLC	Shares	3.2KSH	$171.9K
21	TOMPKINS FINANCIAL CORP	Shares	2.5KSH	$132.6K
22	JCIC Asset Management Inc.	Shares	1.4KSH	$71.7K
23	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$53.5K
24	QV Investors Inc.	Shares	747.2KSH	$39.6K
25	Bangor Savings Bank	Shares	300SH	$15.9K
26	True Wealth Design, LLC	Shares	237SH	$12.6K
27	LANARK FINANCIAL, INC.	Shares	230SH	$12.2K
28	Farther Finance Advisors, LLC	Shares	220SH	$11.7K
29	ELEVATION WEALTH PARTNERS, LLC	Shares	153SH	$8.1K
30	FINANCIAL CONSULATE, INC	Shares	153SH	$8.1K
31	HM PAYSON & CO	Shares	134SH	$7.1K
32	JFS WEALTH ADVISORS, LLC	Shares	53SH	$2.8K
33	A. D. Beadell Investment Counsel, Inc.	Shares	21.0KSH	$1.1K
34	LRI Investments, LLC	Shares	9SH	$477
35	JNBA Financial Advisors	Shares	8SH	$425
36	Baskin Financial Services Inc.	Shares	5.7KSH	$302
37	CIGNA INVESTMENTS INC /NEW	Shares	5.0KSH	$265
38	Financial Management Professionals, Inc.	Shares	3SH	$159
39	SJS Investment Consulting Inc.	Shares	2SH	$107

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+173.7K	+$11.4M	$104.4M
2	Addenda Capital Inc. added	Shares	+248	+$1.3M	$31.7M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+19.4K	+$1.0M	$1.0M
4	Fideuram Asset Management (Ireland) dac new	Shares	+11.0K	+$817.1K	$817.1K
5	Crossmark Global Holdings, Inc. added	Shares	+12.2K	+$657.2K	$1.1M
6	Cardinal Capital Management, Inc. added	Shares	+2.0K	+$388.3K	$11.8M
7	BFSG, LLC added	Shares	+6.3K	+$356.9K	$1.5M
8	Assenagon Asset Management S.A. new	Shares	+5.1K	+$271.4K	$271.4K
9	Sequoia Financial Advisors, LLC new	Shares	+5.0K	+$264.1K	$264.1K
10	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+4.3K	+$230.6K	$230.6K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.2K	+$226.1K	$226.1K
12	SIGNATUREFD, LLC added	Shares	+2.7K	+$146.2K	$171.9K
13	Venturi Wealth Management, LLC added	Shares	+1.7K	+$99.9K	$520.6K
14	CIDEL ASSET MANAGEMENT INC added	Shares	+1.3K	+$94.2K	$1.0M
15	Aaron Wealth Advisors LLC added	Shares	+1.6K	+$92.5K	$469.4K
16	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.0K	+$65.9K	$629.1K
17	Versant Capital Management, Inc added	Shares	+963	+$59.6K	$392.2K
18	Sky Investment Group LLC trimmed	Shares	-400	+$41.3K	$2.9M
19	ELEVATION WEALTH PARTNERS, LLC new	Shares	+153	+$8.1K	$8.1K
20	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	+$7.7K	$338.8K
21	Farther Finance Advisors, LLC added	Shares	+83	+$4.5K	$11.7K
22	FINANCIAL CONSULATE, INC added	Shares	+83	+$4.5K	$8.1K
23	True Wealth Design, LLC added	Shares	+70	+$3.9K	$12.6K
24	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$2.9K	$132.6K
25	JFS WEALTH ADVISORS, LLC added	Shares	+24	+$1.3K	$2.8K
26	LRI Investments, LLC new	Shares	+9	+$477	$477
27	JNBA Financial Advisors new	Shares	+8	+$425	$425
28	Bangor Savings Bank unchanged	Shares	0	+$345	$15.9K
29	LANARK FINANCIAL, INC. unchanged	Shares	0	+$264	$12.2K
30	Financial Management Professionals, Inc. new	Shares	+3	+$159	$159
31	HM PAYSON & CO unchanged	Shares	0	+$154	$7.1K
32	Baskin Financial Services Inc. added	Shares	+1.2K	+$69	$302
33	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	+$6	$265
34	SJS Investment Consulting Inc. unchanged	Shares	0	+$3	$107
35	JCIC Asset Management Inc. unchanged	Shares	0	$0	$71.7K
36	A. D. Beadell Investment Counsel, Inc. trimmed	Shares	-1.1K	-$32	$1.1K
37	QV Investors Inc. trimmed	Shares	-35.7K	-$831	$39.6K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-83	-$3.1K	$53.5K
39	Rathbones Group PLC trimmed	Shares	-58.9K	-$3.0M	$3.1M