TAC TransAlta Corporation Ordinary Shares

NYSE · Utilities
$12,61
Precio · Ago 18, 2026

Acerca de TransAlta Corporation Ordinary Shares Descripción general de la empresa de Wikipedia

TransAlta Corporation is an electricity power generator and wholesale marketing company headquartered in Calgary, Alberta, Canada. It is a privately owned corporation and its shares are traded publicly. It operates 76 power plants in Canada, the United States, and Australia. TransAlta operates wind, hydro, natural gas, and coal power generation facilities. The company has been recognized for its leadership in sustainability by the Dow Jones Sustainability North America Index, the FTSE4Good Index, and the Jantzi Social Index. TransAlta is Canada's largest investor-owned renewable energy provider.

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TransAlta Corporation (formerly Calgary Power Company, Ltd.) is an electricity power generator and wholesale marketing company headquartered in Calgary, Alberta, Canada. It is a privately owned corporation and its shares are traded publicly. It operates 76 power plants in Canada, the United States, and Australia. TransAlta operates wind, hydro, natural gas, and coal power generation facilities. The company has been recognized for its leadership in sustainability by the Dow Jones Sustainability North America Index, the FTSE4Good Index, and the Jantzi Social Index. TransAlta is Canada's largest investor-owned renewable energy provider.

TransAlta operated Canada's largest surface strip coal mine from 1970 until 2021 through its subsidiary company Sunhills Mining. The 12,600-hectare mine produced 13 million tonnes of thermal grade coal a year. The company announced that it would decommission the Highvale mine by 2021.

On November 2, 2023, it was announced that TransAlta bought Heartland Generation (the third largest electricity generation company in Alberta at the time) for $658 million. The purchase means that TransAlta now controls 46% of the electricity generation market in Alberta - a development that has been criticized by numerous academics and industry officials as "a catastrophe" and likely to lead to economic withholding.

History

In 1909, TransAlta began the planning and construction of the Horseshoe Falls Hydro Plant in Seebe, Alberta. Two years later, Calgary Power Company, Ltd. was born.

That first dam was built by a crew of about 200 with primitive tools such as picks and wheelbarrows. It initially had a 10 MW capacity (13,500 horsepower). A second dam was commissioned in 1913 at Kananaskis Falls and was built by close to 500 workers.

At the time, streetcars were responsible for a significant share of Calgary's electrical load. Residential power was just being introduced, and many homes were lit for the first time with electrical lamps because of Calgary Power. Calgary Power's cheap energy is credited with Canadian Pacific Railway's decision to locate its regional engine repair shop in Ogden, Calgary, spurring the city's economic development.

Notable leaders from the company's early years included W. Max Aitken (later known as Lord Beaverbrook) and R.B. Bennett, who went on to become Canada's Prime Minister from 1930 to 1935.

The company's monopoly position and behaviour made its status as a private corporation unpopular among rural customers and some Calgary residents, and a move to nationalize it was converted to a province-wide referendum in 1948, which came down very narrowly on the side of maintaining its private ownership.

In 1981, the company changed its name to its current name of TransAlta Corporation.

At the end of 2010, TransAlta became the first company to own and operate more than 1,000 MW of installed wind capacity in Canada—almost 30 per cent of the country's total.

TransAlta has gradually been transitioning its energy-generating facilities away from coal, due to adverse environmental effects, towards natural gas. Its last remaining operational coal mine, in Highvale, AB, will cease mining operations on December 31, 2021, and transition to mine reclamation in the years to follow.

Ghost Reservoir

Since the 2013 Alberta floods, as a temporary partial solution to mitigate flood damage during those months when there is a greater risk of rising water that might cause flooding, the Government of Alberta entered into an agreement with TransAlta to manage water on the Bow River at its Ghost Reservoir facility. This was extended in 2016 with a new five-year agreement that included water management of its Kananaskis Lakes system (which includes Interlakes, Pocaterra and Barrier) for drought mitigation.

Controversies

On March 21, 2014, the Alberta Market Surveillance Administrator (MSA) filed an application with the Alberta Utilities Commission (AUC) alleging TransAlta manipulated the price of electricity when it took outages at its Alberta coal-fired generating units in late 2010 and early 2011. While TransAlta disputed the MSA's allegations, the AUC ruled TransAlta's actions in relation to four outage events spanning 11 days in 2010 and 2011 restricted or prevented a competitive response from the associated Power Purchase Agreement (PPA) buyers and manipulated market prices away from a competitive market outcome. On Sept. 30, 2015, TransAlta and the province's MSA reached an agreement to settle all outstanding proceedings before the AUC. The settlement, which is in the form of a consent order, was approved by the AUC on Oct. 29, 2015.

Under the terms of the agreement, TransAlta paid a total amount of (CDN) $56 million, including approximately $27 million as a repayment of economic benefit, approximately $4 million to cover the MSA's legal and related costs, and a $25 million administrative penalty. As part of the settlement agreement, TransAlta agreed to discontinue its court appeal of the AUC's decision concerning the four outage events.TransAlta's legal appeal came as a result of the AUC's determination in its ruling that the “MSA did not prove, on the balance of probabilities, that the company breached applicable legislation on the basis that its compliance policies, practices, and oversight thereof, were inadequate and deficient.”

In response to the dispute regarding its understanding of Alberta market rules governing forced outages, TransAlta implemented two independent, third-party reviews of its compliance procedures. The results of the reviews by McCarthy Tétrault and PwC were publicly released, including recommendations for improvement.

In 2015 the Alberta Utilities Commission ruled that TransAlta manipulated the price of electricity when it took outages at its Alberta coal-fired generating units in late 2010 and early 2011.

In 2016, it was revealed that TransAlta gave $54,000 to University of Alberta professor Warren Kindzierski to research the health impacts of coal-fired plants near Edmonton. The study concluded that 'the high number of coal-fired power plants near the city of Edmonton doesn't negatively impact the health of local residents,' and was used by TransAlta as 'scientific backing' to push for an alternative to Alberta's then-plan to phase out coal by 2030. Between 2013 and 2015, TransAlta provided an additional $175,000 to the University of Alberta in sponsorship agreements for research and academic projects. The incident was highlighted by members of the university's Corporate Mapping Project for exemplifying the deeper issue of undisclosed corporate funding and influence in academic research in Canada.

Hydro facilities in British Columbia

Upper Mamquam, built by Canadian Hydro Developers and operational since 2005, is a run-of-the-river hydroelectric plant 5 km northeast of Squamish, BC. The penstock is 1.6 km long, dropping 120 meters to the powerhouse containing two 12.5 MW Pelton wheel generators.

Bone Creek a hydroelectric plant constructed in 2011, has a 5 km penstock dropping 148 meters to a powerhouse with two 9.6MW Francis turbines. It is located 90 km south of Valemount, BC and operated by Valisa Energy Inc. Approximately 72 GWh of power annually is sold to BC Hydro.

Akolkolex, built by Canadian Hydro Developers and operational since 1995, uses two Francis turbines in a 10 MW run-of-river hydroelectric plant discharging into Arrow Lakes. It is located 25 km SE of Revelstoke, B.C. The plant produces approximately 37 GWh of electricity annually.

Pingston Creek has a 12 meter high sheetpile rock-fill dam which diverts water to the western shore of Arrow Lakes. It was built by Canadian Hydro Developers and Brascan Power and began operation as Pingston Power Inc. in 2003. A 4 km tunnel achieves a huge drop of 557 meters to three 15 MW Pelton wheels to generate about 200 GWh annually. The project is 53 km south of Revelstoke, BC.

Energy generation summary

8,128 megawatts (MW) of aggregate generation capacity (2020).

24,980 gigawatt hours (GWh) were produced at an average plant availability of 90.3 per cent for the year ended December 31, 2020.

76 facilities in three geographies: Canada, U.S., Australia

One surface coal mine in operation: Highvale in Alberta, Canada. Its operations will transition to 100 per cent mine reclamation effective Jan. 1, 2022.

Net Capacity Owned by Fuel Type

(in operation and in development 2021)

Net Capacity Owned by Geography

(in operation and development)

Leadership

President

The Lord Beaverbrook, 1909

Sir Herbert Samuel Holt, 1910–1911

The Viscount Bennett, 1911–1921

Victor Montague Drury, 1921–1924

Izaak Walton Killam, 1924 – 18 October 1928

Geoffrey Abbott Gaherty, 18 October 1928 – May 1960

George Harry Thompson, May 1960 – 10 September 1965

Albert Warren Howard, 10 September 1965 – 17 May 1973

Marshall MacKenzie Williams, 17 May 1973 – May 1985

Kenneth Frank McCready, May 1985 – 28 January 1996

Walter Saponja (interim), 28 January 1996 – 1 September 1996

Stephen Gregory Snyder, 1 September 1996 – 31 December 2011

Dawn Lorraine Farrell, 1 January 2012 – 31 March 2021

John Harry Kousinioris, 1 April 2021 – 30 April 2026

Joel E. Hunter, 1 May 2026 – present

Chairman of the Board

Izaak Walton Killam, 18 October 1928 – 5 August 1955 †

Geoffrey Abbott Gaherty, May 1960 – 10 August 1964 †

George Harry Thompson, 10 September 1965 – 17 May 1973

Albert Warren Howard, 17 May 1973 – June 1984

Marshall MacKenzie Williams, June 1984 – 10 May 1991

Harry George Schaefer, 10 May 1991 – 8 May 1996

Richard Francis Haskayne, 8 May 1996 – 1998

John Thomas Ferguson, 1998–2005

Donna Soble Kaufman, 2005 – 28 April 2011

Gordon Davies Giffin, 28 April 2011 – 21 April 2020

John Patrick Dielwart, 21 April 2020 – present

† = died in office

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

TAC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$12.61
Capitalización Bursátil
P/E (TTM)
BPA (TTM)
Ingresos (TTM)
Rendimiento div.
ROE
Deuda/Capital
Rango 52S
$11 – $18

TAC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto
BPA
Flujo de caja libre
Márgenes

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
TAC
Mediana de Pares

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
Ratio de Pago
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
27 de febrero de 2026$0,0480
29 de agosto de 2025$0,0470
30 de mayo de 2025$0,0470
28 de febrero de 2025$0,0420
29 de noviembre de 2024$0,0430
30 de agosto de 2024$0,0440
31 de mayo de 2024$0,0440
29 de febrero de 2024$0,0440
30 de noviembre de 2023$0,0400
31 de agosto de 2023$0,0410
31 de mayo de 2023$0,0400
28 de febrero de 2023$0,0410
30 de noviembre de 2022$0,0410
31 de agosto de 2022$0,0380
31 de mayo de 2022$0,0400
28 de febrero de 2022$0,0390
30 de noviembre de 2021$0,0390
31 de agosto de 2021$0,0360
1 de junio de 2021$0,0370
26 de febrero de 2021$0,0360

TAC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 18 analistas
  • Compra fuerte 4 22,2%
  • Compra 11 61,1%
  • Mantener 2 11,1%
  • Venta 1 5,6%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

2 analistas · 2026-08-19
Objetivo mediano $13.33 +5,7%
Objetivo medio $13.33 +5,7%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.04%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.18 $0.18 0.00%
31 de marzo de 2026 $0.06 $0.06 -0.00%
31 de diciembre de 2025 $-0.06 $0.08 -0.14%
30 de septiembre de 2025 $-0.02 $0.12 -0.14%
30 de junio de 2025 $0.18 $0.12 0.06%
31 de marzo de 2025 $0.10 $0.13 -0.03%

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 200 declarantes · $2.4B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
41 (+11 vs trimestre anterior) 31 (+8 vs trimestre anterior) 66 (-6 vs trimestre anterior) 56 (+7 vs trimestre anterior) +15.4M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
Brookfield Corp /ON/ $372 868 652 26 960 857 15,82% Acciones
Rubric Capital Management LP $279 808 712 20 232 011 11,87% Acciones
MILLENNIUM MANAGEMENT LLC $144 058 926 10 427 393 6,11% Acciones
GOLDMAN SACHS GROUP INC $139 795 853 10 108 160 5,93% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $107 878 583 7 798 076 4,58% Acciones
VANGUARD GROUP INC $96 613 936 7 638 673 4,10% Acciones
MACKENZIE FINANCIAL CORP $96 037 016 4 894 853 4,07% Acciones
AMERICAN CENTURY COMPANIES INC $94 538 256 6 833 786 4,01% Acciones
BANK OF MONTREAL /CAN/ $64 050 413 4 634 586 2,72% Acciones
Arvin Capital Management LP $51 754 391 3 742 183 2,20% Acciones
NORGES BANK $49 494 883 3 581 371 2,10% Acciones
CITADEL ADVISORS LLC $44 068 078 3 186 412 1,87% Acciones
OAKTREE CAPITAL MANAGEMENT LP $41 487 224 3 000 000 1,76% Acciones
ROYAL BANK OF CANADA $34 323 000 2 481 800 1,46% Opción de compra
VANGUARD FIDUCIARY TRUST CO $33 145 946 2 395 977 1,41% Acciones
CIBC WORLD MARKET INC. $31 798 858 2 300 636 1,35% Acciones
Value Aligned Research Advisors, LLC $29 594 914 2 139 907 1,26% Acciones
Yaupon Capital Management LP $28 567 993 2 065 064 1,21% Acciones
Rokos Capital Management LLP $28 494 919 2 061 847 1,21% Acciones
BANK OF NOVA SCOTIA $28 349 187 2 049 412 1,20% Acciones
FMR LLC $26 735 340 1 932 589 1,13% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $23 394 660 1 692 630 0,99% Acciones
DIMENSIONAL FUND ADVISORS LP $22 242 001 1 608 243 0,94% Acciones
Clearbridge Investments, LLC $18 663 570 1 349 499 0,79% Acciones
RENAISSANCE TECHNOLOGIES LLC $18 292 872 1 322 695 0,78% Acciones
MMCAP International Inc. SPC $18 110 450 1 310 100 0,77% Acciones
PICTON MAHONEY ASSET MANAGEMENT $17 939 237 1 300 000 0,76% Opción de compra
STATE STREET CORP $17 337 572 1 250 024 0,74% Acciones
Waratah Capital Advisors Ltd. $16 596 000 1 200 000 0,70% Opción de compra
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp $16 258 152 1 176 414 0,69% Acciones
Balyasny Asset Management L.P. $15 211 453 1 100 078 0,65% Acciones
Connor, Clark & Lunn Investment Management Ltd. $14 635 465 1 058 999 0,62% Acciones
TD Asset Management Inc $13 473 073 974 257 0,57% Acciones
SIG North Trading, ULC $12 997 434 939 800 0,55% Opción de compra
NATIONAL BANK OF CANADA /FI/ $12 895 451 947 216 0,55% Acciones
Vanguard Global Advisers, LLC $12 460 713 900 731 0,53% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12 341 108 892 403 0,52% Acciones
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $10 176 619 518 686 0,43% Acciones
Clayton Partners LLC $9 107 276 658 516 0,39% Acciones
Purpose Unlimited Inc. $9 033 991 653 578 0,38% Acciones
PCJ Investment Counsel Ltd. $9 028 529 653 290 0,38% Acciones
INTACT INVESTMENT MANAGEMENT INC. $8 673 275 627 000 0,37% Acciones
MILLENNIUM MANAGEMENT LLC $7 848 000 400 000 0,33% Opción de venta
NewGen Asset Management Ltd $7 606 500 550 000 0,32% Acciones
Canoe Financial LP $7 601 180 550 000 0,32% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7 522 137 543 900 0,32% Opción de compra
Swiss National Bank $7 431 985 538 800 0,32% Acciones
BARCLAYS PLC $6 951 580 502 645 0,29% Acciones
ROYAL BANK OF CANADA $6 857 000 495 800 0,29% Opción de venta
BNP PARIBAS FINANCIAL MARKETS $6 700 303 484 476 0,28% Acciones
JANE STREET GROUP, LLC $6 473 823 468 100 0,27% Opción de compra
SCOTIA CAPITAL INC. $6 436 925 470 824 0,27% Acciones
JPMORGAN CHASE & CO $6 146 188 451 262 0,26% Acciones
Potrero Capital Research LLC $6 073 942 439 186 0,26% Acciones
Point72 Asset Management, L.P. $5 907 471 427 537 0,25% Acciones
Federation des caisses Desjardins du Quebec $5 613 252 413 158 0,24% Acciones
WESTERLY CAPITAL MANAGEMENT, LLC $5 532 000 400 000 0,23% Acciones
SIG North Trading, ULC $5 493 276 397 200 0,23% Opción de venta
BOOTHBAY FUND MANAGEMENT, LLC $5 003 594 362 046 0,21% Acciones
Man Group plc $4 920 385 355 800 0,21% Acciones
ARDSLEY ADVISORY PARTNERS LP $4 772 881 345 000 0,20% Acciones
Arvin Capital Management LP $4 563 900 330 000 0,19% Opción de compra
TD Waterhouse Canada Inc. $4 520 076 332 341 0,19% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4 014 599 290 774 0,17% Acciones
CIBC Asset Management Inc $3 915 675 283 609 0,17% Acciones
Qube Research & Technologies Ltd $3 834 448 277 256 0,16% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3 632 546 262 657 0,15% Acciones
Polar Asset Management Partners Inc. $3 453 253 250 000 0,15% Acciones
CenterBook Partners LP $3 274 640 236 778 0,14% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $3 193 468 230 842 0,14% Acciones
Tacita Capital Inc $3 073 362 222 601 0,13% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $3 000 495 217 100 0,13% Acciones
Nuveen Asset Management, LLC $2 892 240 204 605 0,12% Acciones
BlackRock, Inc. $2 852 978 206 289 0,12% Acciones
PEAK6 LLC $2 556 019 184 817 0,11% Acciones
Cardinal Point Capital Management ULC $2 520 638 182 560 0,11% Acciones
MORGAN STANLEY $2 516 783 181 980 0,11% Acciones
GEODE CAPITAL MANAGEMENT, LLC $2 413 239 169 331 0,10% Acciones
CITADEL ADVISORS LLC $2 248 758 162 600 0,10% Opción de compra
Hartree Partners, LP $2 073 119 150 000 0,09% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 041 308 147 600 0,09% Opción de venta
DORCHESTER WEALTH MANAGEMENT Co $1 972 387 139 600 0,08% Acciones
PICTON MAHONEY ASSET MANAGEMENT $1 827 691 132 447 0,08% Acciones
JUPITER ASSET MANAGEMENT LTD $1 570 264 113 548 0,07% Acciones
Zurcher Kantonalbank (Zurich Cantonalbank) $1 553 752 112 354 0,07% Acciones
Quantbot Technologies LP $1 515 146 109 555 0,06% Acciones
JANUS HENDERSON GROUP PLC $1 365 294 104 287 0,06% Acciones
BTG Pactual Asset Management US LLC $1 268 823 91 810 0,05% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1 266 671 91 598 0,05% Acciones
SIG North Trading, ULC $1 256 414 90 847 0,05% Acciones
Mariner, LLC $1 201 867 86 903 0,05% Acciones
Greenland Capital Management LP $1 078 602 77 990 0,05% Acciones
Gotham Asset Management, LLC $1 076 748 77 856 0,05% Acciones
Alberta Investment Management Corp $979 181 70 852 0,04% Acciones
Vanguard Investments Australia, Ltd. $975 352 70 504 0,04% Acciones
Guardian Partners Inc. $913 535 66 059 0,04% Acciones
AYAL Capital Advisors Ltd $898 950 65 000 0,04% Acciones
Blackstone Inc. $869 561 62 875 0,04% Acciones
Walleye Capital LLC $844 322 61 050 0,04% Acciones
Diametric Capital, LP $841 928 60 877 0,04% Acciones

Activistas y propietarios del %+ 5 6 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Mangrove Partners Master Fund, Ltd., Mangrove Partners, Nathaniel August, Cove Key Bluescape Holdings LP, Cove Key Fund GP LP, Cove Key GP LLC, Cove Key Management LP, Cove Key GP Management LLC, Jeff Coviello, Bluescape Cove Key GP LLC, Bluescape Energy Partners III GP LLC, Bluescape Resources GP Holdings LLC, Bluescape Resources Company LLC, Charles John Wilder, Jr. ×5 presentaciones 19 de abril de 2019 Presentación inicial SEC
LSP Penn Holdings, LLC, LSP Penn Holdings II, LLC, LS Power Partners, L.P., LS Power Partners II, L.P., Luminus Management, LLC, Luminus Energy Partners Master Fund, Ltd., Vega Asset Partners, L.P. (formerly known as Luminus Asset Partners, L.P.), Vega Energy GP, LLC, LPCO Investments S.a.r.l. ×16 presentaciones 14 de octubre de 2011 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 6 de marzo de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 16 de enero de 2009 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 10 de septiembre de 2008 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 15 de agosto de 2008 Presentación inicial Inversión pasiva SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 12 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PID · Invesco Exchange-Traded Fund Trust 0,66% 490 295 SH 8 de agosto de 2026 Diario
SCHC · SCHWAB STRATEGIC TRUST 0,14% 563 580 NS 31 de mayo de 2026 N-PORT
AVDS · AMERICAN CENTURY ETF TRUST 0,13% 27 401 NS 31 de mayo de 2026 N-PORT
DFIS · Dimensional ETF Trust 0,12% 543 367 NS 30 de abril de 2026 N-PORT
FNDC · SCHWAB STRATEGIC TRUST 0,12% 255 782 NS 31 de mayo de 2026 N-PORT
AVDE · AMERICAN CENTURY ETF TRUST 0,06% 726 981 NS 31 de mayo de 2026 N-PORT
DXIV · Dimensional ETF Trust 0,05% 5 400 NS 30 de abril de 2026 N-PORT
DFIC · Dimensional ETF Trust 0,04% 386 835 NS 30 de abril de 2026 N-PORT
AVSD · AMERICAN CENTURY ETF TRUST 0,03% 10 500 NS 31 de mayo de 2026 N-PORT
DFAX · Dimensional ETF Trust 0,02% 191 547 NS 30 de abril de 2026 N-PORT
DFAI · Dimensional ETF Trust 0,02% 193 658 NS 30 de abril de 2026 N-PORT
TLTD · FlexShares Trust 0,01% 6 634 NS 30 de abril de 2026 N-PORT