AWM
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AE Wealth Management’s TC Energy TRP Stock Holding History

AE Wealth Management’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$708K Buy
10,674
+1,262
+13% +$83.4K ﹤0.01% 1057
2026
Q1 		$589K Buy
9,412
+981
+12% +$59.2K ﹤0.01% 1025
2025
Q4 		$464K Buy
8,431
+801
+10% +$42.7K ﹤0.01% 1089
2025
Q3 		$415K Buy
7,630
+530
+7% +$26.6K ﹤0.01% 1039
2025
Q2 		$346K Buy
7,100
+196
+3% +$9.62K ﹤0.01% 1052
2025
Q1 		$326K Sell
6,904
-1,159
-14% -$54K ﹤0.01% 1050
2024
Q4 		$375K Buy
8,063
+78
+1% +$3.69K ﹤0.01% 1005
2024
Q3 		$380K Sell
7,985
-565
-7% -$24.6K ﹤0.01% 960
2024
Q2 		$324K Buy
8,550
+738
+9% +$28K ﹤0.01% 1005
2024
Q1 		$314K Sell
7,812
-60,659
-89% -$2.39M ﹤0.01% 949
2023
Q4 		$2.7M Buy
68,471
+33,631
+97% +$1.23M 0.01% 804
2023
Q3 		$1.2M Sell
34,840
-546
-2% -$20.1K 0.01% 1025
2023
Q2 		$1.43M Sell
35,386
-11,494
-25% -$469K 0.01% 952
2023
Q1 		$1.82M Buy
46,880
+7,971
+20% +$324K 0.01% 837
2022
Q4 		$1.55M Buy
38,909
+7,266
+23% +$315K 0.01% 834
2022
Q3 		$1.27M Buy
31,643
+2,545
+9% +$126K 0.01% 851
2022
Q2 		$1.51M Buy
29,098
+1,874
+7% +$105K 0.01% 760
2022
Q1 		$1.54M Buy
27,224
+1,626
+6% +$85.6K 0.01% 775
2021
Q4 		$1.19M Buy
25,598
+593
+2% +$29.3K 0.01% 869
2021
Q3 		$1.2M Buy
25,005
+2,403
+11% +$117K 0.01% 816
2021
Q2 		$1.12M Buy
22,602
+5,739
+34% +$287K 0.01% 796
2021
Q1 		$771K Buy
16,863
+160
+1% +$7.1K 0.01% 861
2020
Q4 		$680K Sell
16,703
-1,591
-9% -$67.8K 0.01% 856
2020
Q3 		$769K Buy
18,294
+2,551
+16% +$117K 0.01% 710
2020
Q2 		$675K Buy
15,743
+5,007
+47% +$225K 0.01% 748
2020
Q1 		$476K Buy
10,736
+456
+4% +$23.1K 0.01% 702
2019
Q4 		$548K Buy
10,280
+2,254
+28% +$116K 0.01% 712
2019
Q3 		$416K Buy
+8,026
New +$401K 0.01% 673

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

AE Wealth Management's TRP Position: Q2 2026 in Review

AE Wealth Management increased its TC Energy (TRP) stake by 13% in Q2 2026, buying an estimated $83.4K and bringing the position to 10,674 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

AE Wealth Management first reported a position in TRP in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.7M in Q4 2023. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • AE Wealth Management held 10,674 shares of TC Energy worth $708K as of Q2 2026.
  • AE Wealth Management bought 1,262 TC Energy shares in Q2 2026, an estimated $83.4K.
  • TC Energy made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • AE Wealth Management first reported a position in TC Energy in Q3 2019 and has held it in 28 quarters since.
  • AE Wealth Management's TC Energy position peaked at $2.7M in Q4 2023.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.