Superior Planning, LLC’s TransAlta TAC Stock Holding History

Superior Planning, LLC’s Portfolio TAC Stock Details TAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.5K	Buy	+955	New	+$12.1K	﹤0.01%	883

Other funds holding TAC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.52B AUM 24.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Superior Planning, LLC's TAC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in TransAlta (TAC) in Q3 2026: 955 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

91 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

Superior Planning, LLC held 955 shares of TransAlta worth $11.5K as of Q3 2026.
TransAlta was a new Superior Planning, LLC position in Q3 2026.
TransAlta made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #883 holding.
91 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.