Nuveen’s TransAlta TAC Stock Holding History

Nuveen’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	$2.94M	Sell	212,436 -547	-0.3%	-$7.22K	﹤0.01%	2386
2026 Q1	$2.79M	Hold	212,983	–	–	﹤0.01%	2142
2025 Q4	$2.7M	Hold	212,983	–	–	﹤0.01%	2166
2025 Q3	$2.91M	Hold	212,983	–	–	﹤0.01%	2142
2025 Q2	$2.29M	Sell	212,983 -7,353	-3%	-$70K	﹤0.01%	2242
2025 Q1	$2.06M	Buy	220,336 +15,731	+8%	+$174K	﹤0.01%	2328
2024 Q4	$2.89M	Sell	204,605 -6,916	-3%	-$78.9K	﹤0.01%	2229
2024 Q3	$2.2M	Hold	211,521	–	–	﹤0.01%	2372
2024 Q2	$1.5M	Hold	211,521	–	–	﹤0.01%	2522
2024 Q1	$1.36M	Hold	211,521	–	–	﹤0.01%	2566
2023 Q4	$1.77M	Buy	+211,521	New	+$1.71M	﹤0.01%	2465

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nuveen's TAC Position: Q2 2026 in Review

Nuveen reduced its TransAlta (TAC) stake by 0.26% in Q2 2026, selling an estimated $7.22K and leaving 212,436 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Nuveen first reported a position in TAC in Q4 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

Nuveen held 212,436 shares of TransAlta worth $2.94M as of Q2 2026.
Nuveen sold 547 TransAlta shares in Q2 2026, an estimated $7.22K.
TransAlta made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2386 holding.
Nuveen first reported a position in TransAlta in Q4 2023 and has held it in 11 quarters since.
178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.