Next Level Wealth Planning’s TransAlta TAC Stock Holding History

Next Level Wealth Planning’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 Q3	$1.93K	Buy	+160	New	+$2.03K	﹤0.01%	465

Other funds holding TAC

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Next Level Wealth Planning's TAC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in TransAlta (TAC) in Q3 2026: 160 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings.

45 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

Next Level Wealth Planning held 160 shares of TransAlta worth $1.93K as of Q3 2026.
TransAlta was a new Next Level Wealth Planning position in Q3 2026.
TransAlta made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #465 holding.
45 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.