Transalta Corp shares owned by Creative Planning
Quarter-by-quarter ownership of Transalta Corp (TAC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Transalta Corp
Tip: Access up to 7 years of quarterly data
All positions including Transalta Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Transalta Corp by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 52k | 13.67 |
| 2025-06-30 | $554k | 51k | 10.79 |
| 2025-03-31 | $449k | 48k | 9.35 |
| 2024-12-31 | $794k | 56k | 14.15 |
| 2024-09-30 | $557k | 54k | 10.36 |
| 2024-06-30 | $356k | 50k | 7.08 |
| 2024-03-31 | $124k | 19k | 6.43 |
| 2017-06-30 | $8.0k | 1.2k | 6.42 |
| 2017-03-31 | $7.0k | 1.2k | 5.64 |
| 2016-12-31 | $7.0k | 1.2k | 5.65 |
| 2016-09-30 | $5.0k | 1.2k | 4.06 |
| 2016-06-30 | $2.0k | 410 | 4.88 |
| 2016-03-31 | $28k | 6.1k | 4.58 |
| 2015-12-31 | $24k | 6.8k | 3.55 |
| 2015-09-30 | $14k | 3.0k | 4.61 |
| 2015-03-31 | $9.0k | 1.0k | 9.00 |
| 2014-12-31 | $9.0k | 1.0k | 9.00 |
| 2014-09-30 | $11k | 1.0k | 11.00 |
| 2014-06-30 | $12k | 1.0k | 12.00 |