EWA
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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
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
2023
Q2 		– Hold
0
– – – 2614

Other funds holding TAC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return