BANK OF MONTREAL /CAN/

Bank

Position in EMA — Emera Inc

CIK 927971 TORONTO, A6

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Position in EMA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$926,128,681

+$42,018,428 QoQ

Shares Held

17,854,804

-0.6% QoQ

Ownership

5.84%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 99.8652911563745.ToString("F0")% Shared 0.ToString("F0")% None 0.1347088436255027.ToString("F0")%

Common Shares in EMA Over Time

Shares Held

Position Value (USD)

Derivatives in EMA

reported options exposure · as of Mar 31, 2026

CallValue

$5,187,000

CallShares

100,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $4,730,157,305 across 36 Utilities - Regulated Electric names. EMA ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	24,783,969	$1,382,697,628
2	EMA	Emera Inc This page	17,854,804	$926,128,681
3	NEE	Nextera Energy Inc	4,670,849	$433,828,451
4	AEP	American Electric Power Co Inc	1,989,701	$260,810,002
5	D	Dominion Energy, Inc	3,357,665	$207,570,845
6	DUK	Duke Energy CORP	1,497,734	$196,113,287
7	SO	Southern Co	1,721,982	$166,205,699
8	PCG	PG&E Corp	8,498,767	$149,323,332

All Filings in EMA

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,187,000	100,000	-99.4%	Call	Defined	2026-05-13
2026-03-31	$926,128,681	17,854,804	-0.6%	Shares	Defined	2026-05-13
2025-12-31	$884,110,253	17,955,123	+6.1%	Shares	Defined	2026-02-12
2025-09-30	$811,709,617	16,924,721	+2.3%	Shares	Defined	2025-11-13
2025-06-30	$757,744,673	16,537,422	—	Shares	Defined	2025-08-05
No filing history on record for this holder in this stock.