Position in TAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,334
-$28,473 QoQ
Shares Held
2,338
-49.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 177 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TAC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,717,618 across 7 Utilities - Independent Power Producers names. TAC ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEG |
Constellation Energy Corp
|
9,756 | $2,423,092 | |
| 2 | VST |
Vistra Corp.
|
3,922 | $622,142 | |
| 3 | NRG |
Nrg Energy, Inc.
|
3,082 | $450,151 | |
| 4 | TLN |
Talen Energy Corp
|
418 | $160,617 | |
| 5 | TAC |
Transalta Corp
This page
|
2,338 | $32,334 | |
| 6 | OKLO |
Oklo Inc.
|
551 | $28,830 | |
| 7 | HNRG |
Hallador Energy Co
|
26 | $452 |
All Filings in TAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,334 | 2,338 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $60,807 | 4,642 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $37,919 | 3,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $29,909 | 2,188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,850 | 1,747 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,446 | 1,866 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,846 | 2,180 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $31,772 | 3,067 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,422 | 2,602 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,463 | 2,405 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,190 | 745 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,583 | 182 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||