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TransAlta Corporation

TAC Utilities
$12.79 +$0.18 (1.43%)
Market Cap: $4.05 B
Gurus Holding
6
Popularity Rank
#1528
% of Shares Held
1.54%
Net Activity (Q2 2026)
-$53.24 M

Guru Ownership Trend

Guru Analysis for TransAlta Corporation (TAC)

TransAlta Corporation (TAC), a key player in the Utilities sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $62.19 M.

Top institutional holders include Howard Marks and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $53.24 M net outflow during the quarter.

On the selling side, Ray Dalio reduced exposure by 76.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$0
Total Buy Value
New Buys 0
Additions 0
-$53.24 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
0

FAQs for TransAlta Corporation (TAC)

Major holders include Howard Marks ($41.49 M), Renaissance Technologies (RenTech) ($18.29 M), Steven Cohen ($5.91 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.86 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $53.24 M, with 0 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited TAC. The total reported sell value was $53.24 M.

No tracked managers opened new positions or increased their holdings in TAC during the most recent reporting period.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.58% Reduce -53.2% 3,000,000 $41.49 M Q2 2026
0.03% Reduce -7.4% 1,322,695 $18.29 M Q2 2026
0.01% Reduce -39.2% 427,537 $5.91 M Q2 2026
0.00% Reduce -8.2% 77,856 $1.08 M Q2 2026
0.00% Reduce -2.4% 20,360 $281,377 Q2 2026
0.00% Reduce -76.3% 14,225 $196,724 Q2 2026
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