Position in EMA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$629,135
+$65,516 QoQ
Shares Held
11,866
+9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#130
of 220 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. EMA ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
This page
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in EMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,135 | 11,866 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $563,619 | 10,866 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $485,801 | 9,866 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $482,765 | 10,066 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $461,224 | 10,066 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||