Ray Dalio's TAC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 56,152 shares of TransAlta Corporation (TAC) worth $711,143, representing 0.00% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in TAC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 307,847 shares. Largest reduction occurred in Q1 2025, reducing 307,847 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's TransAlta Corporation (TAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransAlta Corporation (TAC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2020 | +53,359 | New Buy | 53,359 | $7.59 |
| Q1 2021 | -40,412 | Reduce 75.74% | 12,947 | $9.50 |
| Q2 2021 | -12,947 | Sold Out | 0 | $0.00 |
| Q3 2021 | +18,844 | New Buy | 18,844 | $10.56 |
| Q4 2021 | -18,844 | Sold Out | 0 | $0.00 |
| Q4 2024 | +307,847 | New Buy | 307,847 | $14.14 |
| Q1 2025 | -307,847 | Sold Out | 0 | $0.00 |
| Q2 2025 | +113,815 | New Buy | 113,815 | $10.77 |
| Q3 2025 | -22,469 | Reduce 19.74% | 91,346 | $13.66 |
| Q4 2025 | -35,194 | Reduce 38.53% | 56,152 | $12.66 |
Ray Dalio's TransAlta Corporation Investment FAQs
Ray Dalio first purchased TransAlta Corporation (TAC) in Q4 2020, acquiring 53,359 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held TransAlta Corporation (TAC) for 10 quarters since Q4 2020.
Ray Dalio's largest addition to TransAlta Corporation (TAC) was in Q4 2024, adding 307,847 shares worth $4.35 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 56,152 shares of TransAlta Corporation (TAC), valued at approximately $711,143.
As of the Q4 2025 filing, TransAlta Corporation (TAC) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in TransAlta Corporation (TAC) was 307,847 shares, as reported at the end of Q4 2024.