Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD | 02-08-2024 | 12-31-2023 | 114 | 952,972,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TC ENERGY CORP | COM | 1 | $29,327,009 | 566,596 | 0.00 | 0.00 | -97,674 | -14.70 | 12-31-2023 |
| ROYAL BK CDA | COM | 2 | $27,890,090 | 208,135 | 0.00 | 0.00 | -42,255 | -16.88 | 12-31-2023 |
| VISA INC | COM CL A | 3 | $27,597,100 | 106,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TORONTO DOMINION BK ONT | COM NEW | 4 | $26,645,115 | 311,202 | 0.00 | 0.00 | -96,498 | -23.67 | 12-31-2023 |
