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Warren Street Wealth Advisors’s TransAlta TAC Stock Holding History

Warren Street Wealth Advisors’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 		– Sell
-10,171
Closed -$131K – 143
2025
Q4 		$129K Buy
+10,171
New +$152K 0.04% 124

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

Warren Street Wealth Advisors's TAC Position: Q1 2026 in Review

Warren Street Wealth Advisors sold out of TransAlta (TAC) in Q1 2026, closing a stake of 10,171 shares — an estimated $131K sold.

Warren Street Wealth Advisors first reported a position in TAC in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • Warren Street Wealth Advisors reported no remaining TransAlta position as of Q1 2026 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 10,171 TransAlta shares in Q1 2026, an estimated $131K.
  • Warren Street Wealth Advisors first reported a position in TransAlta in Q4 2025 and held it in 1 quarter.
  • Warren Street Wealth Advisors's TransAlta position peaked at $129K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.