Bell Investment Advisors, Inc

Position in TAC — Transalta Corp

CIK 1890149 ORINDA, CA

Position in TAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$580

+$30 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#171

of 177 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $91,401 across 6 Utilities - Independent Power Producers names. TAC ranks #6 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEG	Constellation Energy Corp	240	$59,608
2	VST	Vistra Corp.	76	$12,055
3	TLN	Talen Energy Corp	29	$11,143
4	NRG	Nrg Energy, Inc.	47	$6,864
5	OKLO	Oklo Inc.	22	$1,151
6	TAC	Transalta Corp This page	42	$580

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580	42	0.0%	Shares	Sole	2026-08-07
2026-03-31	$550	42	-47.5%	Shares	Sole	2026-04-17
2025-09-30	$1,093	80	+122.2%	Shares	Sole	2025-11-21
2025-06-30	$388	36	-60.9%	Shares	Sole	2025-08-11
2025-03-31	$860	92	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,301	92	+64.3%	Shares	Sole	2025-02-07
2024-09-30	$580	56	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.