TACNYSEElectric ServicesFiscal year ends December 31Also trades as TACPF, TRNTF, TSLTF
TRANSALTA CORP
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 40-F on Feb 27, 2026
$13.00+0.15 (+1.17%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
237M
Shares held, 13F filers
Institutional holders
177
31 new, 29 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bif Iv Cdn Gp Ltd. | 26,923,345 | 9.00% | 13D (active) amendment | Jan 6, 2025 |
| Abigail P. Johnson | 23,706,888 | 8.00% | 13G (passive) amendment | Dec 31, 2025 |
| Royal Bank of Canada | 22,956,719 | 7.74% | 13G (passive) amendment | Dec 31, 2025 |
| Bank of Montreal | 17,758,682 | 5.98% | 13G (passive) | Mar 31, 2026 |
| The Goldman Sachs Group, Inc. | 16,350,773 | 5.50% | 13G (passive) | Jun 30, 2025 |
| David Rosen | 15,948,151 | 5.38% | 13G (passive) | Jun 30, 2025 |
| Israel A. Englander | 15,197,574 | 5.10% | 13G (passive) | Feb 19, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TAC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royal Bank of Canada | 28,204,092 | – | $390.06M | +2,896,400 | 0.06% |
| BROOKFIELD Corp /ON/ | 26,960,857 | – | $372.87M | +6,233 | 0.48% |
| Bank Of Montreal /Can/ | 21,875,088 | – | $302.32M | +4,160,535 | 0.10% |
| Rubric Capital Management LP | 20,232,011 | – | $279.81M | +2,450,686 | 2.57% |
| Toronto Dominion Bank | 11,710,560 | – | $161.84M | +7,129,673 | 0.19% |
| Morgan Stanley | 11,392,068 | – | $157.55M | +6,147,869 | 0.01% |
| Goldman Sachs Group Inc | 10,620,447 | – | $146.88M | +3,093,884 | 0.01% |
| Millennium Management LLC | 10,427,393 | – | $144.06M | +2,109,393 | 0.05% |
| Bank Of America Corp /De/ | 8,925,097 | – | $123.43M | +968,068 | 0.01% |
| Vanguard Capital Management LLC | 7,798,076 | – | $107.88M | +58,595 | 0.00% |
| American Century Companies Inc | 6,833,786 | – | $94.54M | +529,097 | 0.04% |
| Mackenzie Financial Corp | 4,894,853 | – | $96.04M | +210,649 | 0.10% |
| Arvin Capital Management LP | 3,742,183 | – | $51.75M | −746,052 | 6.76% |
| Norges Bank | 3,581,371 | – | $49.49M | New | 0.00% |
| Citadel Advisors LLC | 3,188,021 | – | $44.09M | +1,555,131 | 0.01% |
| Oaktree Capital Management LP | 3,000,000 | – | $41.49M | −3,415,253 | 0.58% |
| Vanguard Fiduciary Trust Co | 2,395,977 | – | $33.15M | +33,552 | 0.01% |
| Cibc World Market Inc. | 2,300,636 | – | $31.80M | +17,339 | 0.05% |
| Value Aligned Research Advisors, LLC | 2,139,907 | – | $29.59M | −456,366 | 0.07% |
| FMR LLC | 2,121,932 | – | $29.35M | −11,478,694 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 177 | 237M | 31 / 71 | 53 / 29 | 48M | 28M |
| Q1 2026 | 177 | 217M | 31 / 70 | 50 / 25 | 38M | 28M |
| Q4 2025 | 172 | 219M | 38 / 52 | 58 / 25 | 30M | 34M |
| Q3 2025 | 161 | 223M | 23 / 60 | 55 / 30 | 21M | 57M |
| Q2 2025 | 168 | 259M | 30 / 50 | 68 / 22 | 68M | 81M |
| Q1 2025 | 162 | 272M | 29 / 65 | 52 / 48 | 75M | 46M |
| Q4 2024 | 184 | 244M | 48 / 51 | 63 / 18 | 88M | 30M |
| Q3 2024 | 156 | 187M | 35 / 60 | 47 / 18 | 25M | 20M |
| Q2 2024 | 141 | 182M | 25 / 60 | 44 / 19 | 16M | 18M |
| Q1 2024 | 139 | 183M | 21 / 62 | 38 / 19 | 26M | 27M |
| Q4 2023 | 137 | 185M | 32 / 62 | 34 / 18 | 21M | 15M |
| Q3 2023 | 123 | 178M | 18 / 50 | 38 / 21 | 11M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TAC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Growth Fund | 4,602,168 | – | $41.12M | 1.04% | Jul 31, 2026 |
| Vanguard Total International Stock Index Fund | 3,914,980 | – | $68.75M | 0.01% | Jul 31, 2026 |
| Vanguard Developed Markets Index Fund | 2,622,367 | – | $51.45M | 0.01% | Jun 30, 2026 |
| The Canadian Small Company Series | 1,368,099 | – | $12.22M | 0.85% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Small-Cap Index Fund | 1,032,140 | – | $18.12M | 0.10% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 738,604 | – | $10.21M | 0.36% | Jun 30, 2026 |
| Avantis International Equity ETF | 726,981 | – | $7.52M | 0.06% | May 31, 2026 |
| International Core Equity 2 Portfolio | 701,890 | – | $6.27M | 0.02% | Jul 31, 2026 |
| Schwab International Small-Cap Equity ETF | 563,580 | – | $5.84M | 0.14% | May 31, 2026 |
| Dimensional International Small Cap ETF | 538,216 | – | $6.73M | 0.12% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF | 511,420 | – | $7.07M | 2.83% | Jun 30, 2026 |
| Fidelity Advisor Multi-Asset Income Fund | 503,309 | – | $4.91M | 0.20% | Jun 30, 2026 |
| Invesco International Dividend AchieversTM ETF | 490,295 | – | $6.13M | 0.66% | Jul 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 419,217 | – | $3.75M | 0.01% | Jul 31, 2026 |
| International Core Equity 2 Portfolio | 405,415 | – | $5.07M | 0.01% | Jul 31, 2026 |