ACTION POINT FINANCIAL PLANNING, LLC

Position in TAC — Transalta Corp

CIK 2116119 GRAND RAPIDS, MI

Back to TAC Full portfolio

Position in TAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,673

New position

Shares Held

338

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#159

of 177 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Position in Utilities - Independent Power Producers

Utilities · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $177,641 across 6 Utilities - Independent Power Producers names. TAC ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	477	$75,661
2	CEG	Constellation Energy Corp	227	$56,369
3	NRG	Nrg Energy, Inc.	180	$26,289
4	OKLO	Oklo Inc.	192	$10,040
5	TAC	Transalta Corp This page	338	$4,673
6	TLN	Talen Energy Corp	12	$4,609

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,673	338	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.

ACTION POINT FINANCIAL PLANNING, LLC

Position in TAC

Position in Utilities - Independent Power Producers

All Filings in TAC