Atlantic Family Wealth’s TC Energy TRP Stock Holding History

Atlantic Family Wealth’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	$294K	Hold	4,433	–	–	0.19%	43
2026 Q1	$278K	Buy	4,433 +146	+3%	+$8.81K	0.2%	47
2025 Q4	$236K	Sell	4,287 -13	-0.3%	-$694	0.18%	48
2025 Q3	$234K	Hold	4,300	–	–	0.18%	50
2025 Q2	$210K	Sell	4,300 -18	-0.4%	-$883	0.18%	50
2025 Q1	$204K	Sell	4,318 -1,087	-20%	-$50.7K	0.19%	43
2024 Q4	$251K	Buy	+5,405	New	+$256K	0.3%	33

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Atlantic Family Wealth's TRP Position: Q2 2026 in Review

Atlantic Family Wealth held its TC Energy (TRP) position steady in Q2 2026 at 4,433 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #43.

Atlantic Family Wealth first reported a position in TRP in Q4 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Atlantic Family Wealth held 4,433 shares of TC Energy worth $294K as of Q2 2026.
Atlantic Family Wealth left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.19% of Atlantic Family Wealth's portfolio in Q2 2026, its #43 holding.
Atlantic Family Wealth first reported a position in TC Energy in Q4 2024 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.