Position in TAC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$644,847
-$2,232 QoQ
Shares Held
49,225
-3.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 176 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Mar 31, 2026Creative Planning holds $73,320,874 across 7 Utilities - Independent Power Producers names. TAC ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
110,950 | $30,982,787 | |
| 2 | NRG |
Nrg Energy, Inc.
|
156,484 | $22,868,571 | |
| 3 | VST |
Vistra Corp.
|
98,563 | $14,816,975 | |
| 4 | OKLO |
Oklo Inc.
|
48,291 | $2,394,750 | |
| 5 | TLN |
Talen Energy Corp
|
3,263 | $1,041,647 | |
| 6 | TAC |
Transalta Corp
This page
|
49,225 | $644,847 | |
| 7 | HNRG |
Hallador Energy Co
|
35,092 | $571,297 |
All Filings in TAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $644,847 | 49,225 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $647,079 | 51,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $715,473 | 52,339 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $553,914 | 51,336 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $448,930 | 48,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $793,955 | 56,110 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $557,398 | 53,803 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $356,201 | 50,311 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $123,506 | 19,208 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||