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EverSource Wealth Advisors’s TransAlta TAC Stock Holding History

EverSource Wealth 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 		$32.3K Sell
2,338
-2,304
-50% -$30.4K ﹤0.01% 2085
2026
Q1 		$60.8K Buy
4,642
+1,642
+55% +$21.2K ﹤0.01% 1750
2025
Q4 		$37.9K Buy
3,000
+812
+37% +$12.1K ﹤0.01% 1945
2025
Q3 		$29.9K Buy
2,188
+441
+25% +$5.42K ﹤0.01% 2060
2025
Q2 		$18.9K Sell
1,747
-119
-6% -$1.13K ﹤0.01% 2341
2025
Q1 		$17.4K Sell
1,866
-314
-14% -$3.48K ﹤0.01% 1763
2024
Q4 		$30.8K Sell
2,180
-887
-29% -$10.1K ﹤0.01% 1400
2024
Q3 		$31.8K Buy
3,067
+465
+18% +$3.87K ﹤0.01% 1261
2024
Q2 		$19.6K Buy
2,602
+197
+8% +$1.35K ﹤0.01% 1518
2024
Q1 		$16K Buy
2,405
+1,660
+223% +$11.8K ﹤0.01% 1472
2023
Q4 		$6.19K Buy
745
+563
+309% +$4.55K ﹤0.01% 1769
2023
Q3 		$1.58K Buy
+182
New +$1.77K ﹤0.01% 2082

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

EverSource Wealth Advisors's TAC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TransAlta (TAC) stake by 50% in Q2 2026, selling an estimated $30.4K and leaving 2,338 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

EverSource Wealth Advisors first reported a position in TAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $60.8K in Q1 2026. 177 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • EverSource Wealth Advisors held 2,338 shares of TransAlta worth $32.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,304 TransAlta shares in Q2 2026, an estimated $30.4K.
  • TransAlta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2085 holding.
  • EverSource Wealth Advisors first reported a position in TransAlta in Q3 2023 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's TransAlta position peaked at $60.8K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.