Position in TAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$325,737
+$25,656 QoQ
Shares Held
23,553
+2.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 177 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $13,356,535 across 5 Utilities - Independent Power Producers names. TAC ranks #4 (2.4% of the industry book) .
All Filings in TAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,737 | 23,553 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $300,081 | 22,907 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $330,321 | 26,133 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $259,470 | 18,981 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $159,314 | 14,765 | Shares | Sole | 2025-08-27 | |
| 2024-12-31 | $147,117 | 10,397 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||