Alan B. Lancz & Associates’s TC Energy TRP Stock Holding History

Alan B. Lancz & Associates’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 Q1	$219K	Buy	+3,500	New	+$211K	0.21%	124
2024 Q4	–	Sell	-5,000	Closed	-$238K	–	140
2024 Q3	$238K	Buy	+5,000	New	+$217K	0.22%	117
2023 Q3	–	Sell	-5,000	Closed	-$202K	–	139
2023 Q2	$202K	Hold	5,000	–	–	0.22%	122
2023 Q1	$195K	Hold	5,000	–	–	0.2%	125
2022 Q4	$214K	Hold	5,000	–	–	0.22%	121
2022 Q3	$201K	Hold	5,000	–	–	0.24%	114
2022 Q2	$267K	Hold	5,000	–	–	0.26%	104
2022 Q1	$282K	Hold	5,000	–	–	0.25%	108
2021 Q4	$233K	Buy	+5,000	New	+$247K	0.2%	127

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alan B. Lancz & Associates's TRP Position: Q1 2026 in Review

Alan B. Lancz & Associates opened a new position in TC Energy (TRP) in Q1 2026: 3,500 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #124 among its holdings. This is a return to the name: Alan B. Lancz & Associates previously reported a position in TRP as recently as Q3 2024.

Alan B. Lancz & Associates first reported a position in TRP in Q4 2021 and has held it in 9 quarters since. The position peaked at $282K in Q1 2022. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Alan B. Lancz & Associates held 3,500 shares of TC Energy worth $219K as of Q1 2026.
TC Energy was a new Alan B. Lancz & Associates position in Q1 2026.
TC Energy made up 0.21% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #124 holding.
Alan B. Lancz & Associates first reported a position in TC Energy in Q4 2021 and has held it in 9 quarters since.
Alan B. Lancz & Associates's TC Energy position peaked at $282K in Q1 2022.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.