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Northwest & Ethical Investments’s TransAlta TAC Stock Holding History

Northwest & Ethical Investments’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 		$18.2K Buy
+17,800
New +$235K ﹤0.01% 518

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

Northwest & Ethical Investments's TAC Position: Q2 2026 in Review

Northwest & Ethical Investments increased its TransAlta (TAC) stake by 66% in Q2 2026, buying an estimated $243K and bringing the position to 46,412 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #318.

Northwest & Ethical Investments first reported a position in TAC in Q2 2013 and has held it in 33 quarters since. The position peaked at $6.08M in Q2 2013. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Northwest & Ethical Investments held 46,412 shares of TransAlta worth $641K as of Q2 2026.
  • Northwest & Ethical Investments bought 18,430 TransAlta shares in Q2 2026, an estimated $243K.
  • TransAlta made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #318 holding.
  • Northwest & Ethical Investments first reported a position in TransAlta in Q2 2013 and has held it in 33 quarters since.
  • Northwest & Ethical Investments's TransAlta position peaked at $6.08M in Q2 2013.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.