Capstone Investment Advisors
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Capstone Investment Advisors’s TransAlta TAC Stock Holding History

Capstone Investment Advisors’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 		$306K Buy
+22,100
New +$292K ﹤0.01% 1448
2025
Q4 		– Sell
-192,590
Closed -$2.63M – 2034
2025
Q3 		$2.63M Buy
192,590
+160,419
+499% +$1.97M ﹤0.01% 666
2025
Q2 		$347K Buy
+32,171
New +$306K ﹤0.01% 1323

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capstone Investment Advisors's TAC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in TransAlta (TAC) in Q2 2026: 22,100 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in TAC as recently as Q3 2025.

Capstone Investment Advisors first reported a position in TAC in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q3 2025. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Capstone Investment Advisors held 22,100 shares of TransAlta worth $306K as of Q2 2026.
  • TransAlta was a new Capstone Investment Advisors position in Q2 2026.
  • TransAlta made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1448 holding.
  • Capstone Investment Advisors first reported a position in TransAlta in Q2 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's TransAlta position peaked at $2.63M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.