Jim Simons
TAC icon

Jim Simons’s TransAlta TAC Stock Holding History

Jim Simons’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 		$18.7M Buy
1,428,195
+217,200
+18% +$2.8M 0.03% 675
2025
Q4 		$15.3M Buy
1,210,995
+180,995
+18% +$2.7M 0.02% 725
2025
Q3 		$14.1M Sell
1,030,000
-357,400
-26% -$4.4M 0.02% 903
2025
Q2 		$15M Sell
1,387,400
-609,100
-31% -$5.8M 0.02% 849
2025
Q1 		$18.7M Buy
1,996,500
+303,200
+18% +$3.36M 0.03% 689
2024
Q4 		$24M Sell
1,693,300
-37,100
-2% -$423K 0.04% 589
2024
Q3 		$17.9M Sell
1,730,400
-40,111
-2% -$334K 0.03% 730
2024
Q2 		$12.5M Sell
1,770,511
-574,989
-25% -$3.94M 0.02% 804
2024
Q1 		$15.1M Buy
2,345,500
+335,159
+17% +$2.38M 0.02% 774
2023
Q4 		$16.7M Sell
2,010,341
-372,600
-16% -$3.01M 0.03% 689
2023
Q3 		$20.7M Buy
2,382,941
+334,470
+16% +$3.25M 0.04% 556
2023
Q2 		$19.2M Buy
2,048,471
+149,430
+8% +$1.4M 0.03% 693
2023
Q1 		$16.6M Sell
1,899,041
-296,500
-14% -$2.61M 0.02% 822
2022
Q4 		$19.7M Sell
2,195,541
-188,800
-8% -$1.69M 0.03% 721
2022
Q3 		$21.1M Buy
2,384,341
+35,841
+2% +$368K 0.03% 646
2022
Q2 		$26.8M Sell
2,348,500
-321,841
-12% -$3.55M 0.03% 594
2022
Q1 		$27.7M Buy
2,670,341
+399,141
+18% +$4.12M 0.03% 578
2021
Q4 		$25.3M Sell
2,271,200
-20,749
-0.9% -$226K 0.03% 598
2021
Q3 		$24.2M Sell
2,291,949
-1,087,592
-32% -$10.9M 0.03% 592
2021
Q2 		$33.7M Buy
3,379,541
+1,052,500
+45% +$10.2M 0.04% 491
2021
Q1 		$22M Sell
2,327,041
-1,320,400
-36% -$11.7M 0.03% 715
2020
Q4 		$27.7M Buy
3,647,441
+508,500
+16% +$3.4M 0.03% 599
2020
Q3 		$19.3M Buy
3,138,941
+180,800
+6% +$1.13M 0.02% 757
2020
Q2 		$17.5M Sell
2,958,141
-544,100
-16% -$3.13M 0.02% 895
2020
Q1 		$18.3M Buy
3,502,241
+573,962
+20% +$3.89M 0.02% 822
2019
Q4 		$21M Buy
2,928,279
+1,067,638
+57% +$6.93M 0.02% 978
2019
Q3 		$12.1M Buy
1,860,641
+5,200
+0.3% +$33K 0.01% 1264
2019
Q2 		$12.1M Buy
1,855,441
+967,541
+109% +$6.51M 0.01% 1279
2019
Q1 		$6.52M Buy
887,900
+242,500
+38% +$1.39M 0.01% 1639
2018
Q4 		$2.66M Sell
645,400
-264,741
-29% -$1.39M ﹤0.01% 2079
2018
Q3 		$5.12M Buy
910,141
+260,800
+40% +$1.46M 0.01% 1784
2018
Q2 		$3.25M Buy
649,341
+117,841
+22% +$613K ﹤0.01% 2028
2018
Q1 		$2.9M Buy
531,500
+30,300
+6% +$167K ﹤0.01% 2127
2017
Q4 		$2.98M Buy
501,200
+24,800
+5% +$148K ﹤0.01% 2117
2017
Q3 		$2.79M Buy
476,400
+42,400
+10% +$265K ﹤0.01% 2111
2017
Q2 		$2.78M Buy
434,000
+27,400
+7% +$152K ﹤0.01% 2071
2017
Q1 		$2.38M Sell
406,600
-192,141
-32% -$1.09M ﹤0.01% 2147
2016
Q4 		$3.3M Buy
598,741
+162,400
+37% +$776K 0.01% 1939
2016
Q3 		$1.94M Buy
436,341
+127,741
+41% +$596K ﹤0.01% 2209
2016
Q2 		$1.61M Buy
308,600
+10,900
+4% +$55.2K ﹤0.01% 2321
2016
Q1 		$1.38M Sell
297,700
-16,260
-5% -$63K ﹤0.01% 2423
2015
Q4 		$1.11M Buy
313,960
+89,260
+40% +$386K ﹤0.01% 2421
2015
Q3 		$1.04M Buy
224,700
+122,800
+121% +$700K ﹤0.01% 2355
2015
Q2 		$790K Sell
101,900
-195,841
-66% -$1.76M ﹤0.01% 2559
2015
Q1 		$2.77M Sell
297,741
-195,198
-40% -$1.77M 0.01% 1735
2014
Q4 		$4.46M Sell
492,939
-13,402
-3% -$129K 0.01% 1336
2014
Q3 		$5.31M Buy
506,341
+460,641
+1,008% +$5.26M 0.01% 1132
2014
Q2 		$561K Buy
+45,700
New +$546K ﹤0.01% 2280

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 $570B AUM 27.57% 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 $9.44B 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 $240B 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 $871B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Jim Simons's TAC Position: Q1 2026 in Review

Jim Simons increased its TransAlta (TAC) stake by 18% in Q1 2026, buying an estimated $2.8M and bringing the position to 1,428,195 shares worth $18.7M. The position accounts for 0.03% of the portfolio, ranked #675.

Jim Simons first reported a position in TAC in Q2 2014 and has held it in 48 quarters since. The position peaked at $33.7M in Q2 2021. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • Jim Simons held 1,428,195 shares of TransAlta worth $18.7M as of Q1 2026.
  • Jim Simons bought 217,200 TransAlta shares in Q1 2026, an estimated $2.8M.
  • TransAlta made up 0.03% of Jim Simons's portfolio in Q1 2026, its #675 holding.
  • Jim Simons first reported a position in TransAlta in Q2 2014 and has held it in 48 quarters since.
  • Jim Simons's TransAlta position peaked at $33.7M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.