Deeter Investments’s TransAlta TAC Stock Holding History

Deeter Investments’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	–	Sell	-728,000	Closed	-$9.54M	–	144
2026 Q1	$9.54M	Buy	+728,000	New	+$9.38M	1.07%	22

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

Deeter Investments's TAC Position: Q2 2026 in Review

Deeter Investments sold out of TransAlta (TAC) in Q2 2026, closing a stake of 728,000 shares — an estimated $9.54M sold.

Deeter Investments first reported a position in TAC in Q1 2026 and held it in 1 quarter. The position peaked at $9.54M in Q1 2026. 177 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Deeter Investments reported no remaining TransAlta position as of Q2 2026 after selling out during the quarter.
Deeter Investments sold 728,000 TransAlta shares in Q2 2026, an estimated $9.54M.
Deeter Investments first reported a position in TransAlta in Q1 2026 and held it in 1 quarter.
Deeter Investments's TransAlta position peaked at $9.54M in Q1 2026.
177 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Deeter Investments's 13F filing for Q2 2026, filed 8 Oct 2026.