Bridgewater Associates’s TransAlta TAC Stock Holding History

Bridgewater Associates’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 Q2	$197K	Sell	14,225 -45,717	-76%	-$604K	﹤0.01%	992
2026 Q1	$786K	Buy	59,942 +3,790	+7%	+$48.8K	﹤0.01%	824
2025 Q4	$711K	Sell	56,152 -35,194	-39%	-$525K	﹤0.01%	929
2025 Q3	$1.25M	Sell	91,346 -22,469	-20%	-$276K	﹤0.01%	819
2025 Q2	$1.23M	Buy	+113,815	New	+$1.08M	﹤0.01%	458
2025 Q1	–	Sell	-307,847	Closed	-$4.35M	–	788
2024 Q4	$4.35M	Buy	+307,847	New	+$3.51M	0.02%	360
2021 Q4	–	Sell	-18,844	Closed	-$199K	–	799
2021 Q3	$199K	Buy	+18,844	New	+$189K	﹤0.01%	675
2021 Q2	–	Sell	-12,947	Closed	-$123K	–	763
2021 Q1	$123K	Sell	12,947 -40,412	-76%	-$358K	﹤0.01%	452
2020 Q4	$405K	Buy	+53,359	New	+$356K	﹤0.01%	482

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bridgewater Associates's TAC Position: Q2 2026 in Review

Bridgewater Associates reduced its TransAlta (TAC) stake by 76% in Q2 2026, selling an estimated $604K and leaving 14,225 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Bridgewater Associates first reported a position in TAC in Q4 2020 and has held it in 9 quarters since. The position peaked at $4.35M in Q4 2024. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Bridgewater Associates held 14,225 shares of TransAlta worth $197K as of Q2 2026.
Bridgewater Associates sold 45,717 TransAlta shares in Q2 2026, an estimated $604K.
TransAlta made up ﹤0.01% of Bridgewater Associates's portfolio in Q2 2026, its #992 holding.
Bridgewater Associates first reported a position in TransAlta in Q4 2020 and has held it in 9 quarters since.
Bridgewater Associates's TransAlta position peaked at $4.35M in Q4 2024.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.