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Atwood & Palmer’s TC Energy TRP Stock Holding History

Atwood & Palmer’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
Q3 		$109K Hold
1,895
– – 0.01% 201
2026
Q2 		$126K Hold
1,895
– – 0.01% 188
2026
Q1 		$119K Hold
1,895
– – 0.01% 187
2025
Q4 		$104K Hold
1,895
– – 0.01% 186
2025
Q3 		$103K Sell
1,895
-145
-7% -$7.28K 0.01% 187
2025
Q2 		$99.5K Buy
+2,040
New +$100K 0.01% 190

Other funds holding TRP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atwood & Palmer's TRP Position: Q3 2026 in Review

Atwood & Palmer held its TC Energy (TRP) position steady in Q3 2026 at 1,895 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #201.

Atwood & Palmer first reported a position in TRP in Q2 2025 and has held it in 6 quarters since. The position peaked at $126K in Q2 2026. 24 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Atwood & Palmer held 1,895 shares of TC Energy worth $109K as of Q3 2026.
  • Atwood & Palmer left its TC Energy share count unchanged in Q3 2026.
  • TC Energy made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #201 holding.
  • Atwood & Palmer first reported a position in TC Energy in Q2 2025 and has held it in 6 quarters since.
  • Atwood & Palmer's TC Energy position peaked at $126K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.