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Mid-American Wealth Advisory Group’s TransAlta TAC Stock Holding History

Mid-American Wealth Advisory Group’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
2025
Q3 		– Sell
-220
Closed -$2.37K – 290
2025
Q2 		$2.37K Buy
+220
New +$2.09K ﹤0.01% 263

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mid-American Wealth Advisory Group's TAC Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of TransAlta (TAC) in Q3 2025, closing a stake of 220 shares — an estimated $2.37K sold.

Mid-American Wealth Advisory Group first reported a position in TAC in Q2 2025 and held it in 1 quarter. The position peaked at $2.37K in Q2 2025. 162 funds tracked by Wall St. Rank hold TAC as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining TransAlta position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 220 TransAlta shares in Q3 2025, an estimated $2.37K.
  • Mid-American Wealth Advisory Group first reported a position in TransAlta in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's TransAlta position peaked at $2.37K in Q2 2025.
  • 162 funds tracked by Wall St. Rank held TransAlta as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.