Avantax Advisory Services’s TC Energy TRP Stock Holding History

Avantax Advisory Services’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
2025 Q2	$543K	Buy	11,136 +1,228	+12%	+$60.3K	﹤0.01%	1538
2025 Q1	$468K	Buy	9,908 +344	+4%	+$16K	﹤0.01%	1544
2024 Q4	$445K	Buy	9,564 +829	+9%	+$39.2K	﹤0.01%	1524
2024 Q3	$415K	Buy	8,735 +868	+11%	+$37.7K	﹤0.01%	1542
2024 Q2	$298K	Buy	+7,867	New	+$298K	﹤0.01%	1705
2024 Q1	–	Sell	-6,087	Closed	-$238K	–	1735
2023 Q4	$238K	Sell	6,087 -845	-12%	-$30.8K	﹤0.01%	1367
2023 Q3	$239K	Sell	6,932 -745	-10%	-$27.4K	﹤0.01%	1326
2023 Q2	$310K	Buy	7,677 +285	+4%	+$11.6K	﹤0.01%	1167
2023 Q1	$288K	Buy	7,392 +1,422	+24%	+$57.9K	﹤0.01%	1174
2022 Q4	$238K	Buy	5,970 +16	+0.3%	+$694	﹤0.01%	1231
2022 Q3	$240K	Sell	5,954 -20	-0.3%	-$992	﹤0.01%	1118
2022 Q2	$310K	Buy	5,974 +580	+11%	+$32.4K	﹤0.01%	989
2022 Q1	$303K	Buy	5,394 +620	+13%	+$32.6K	﹤0.01%	994
2021 Q4	$222K	Sell	4,774 -2,721	-36%	-$135K	﹤0.01%	1124
2021 Q3	$361K	Sell	7,495 -1,047	-12%	-$50.8K	0.01%	842
2021 Q2	$421K	Buy	+8,542	New	+$427K	0.01%	765
2021 Q1	–	Sell	-7,771	Closed	-$316K	–	1073
2020 Q4	$316K	Sell	7,771 -9,192	-54%	-$391K	0.01%	701
2020 Q3	$714K	Buy	16,963 +7,087	+72%	+$324K	0.01%	663
2020 Q2	$424K	Buy	+9,876	New	+$443K	0.01%	523
2020 Q1	–	Sell	-4,301	Closed	-$230K	–	891
2019 Q4	$230K	Buy	+4,301	New	+$221K	0.01%	733

Other funds holding TRP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Avantax Advisory Services's TRP Position: Q2 2025 in Review

Avantax Advisory Services increased its TC Energy (TRP) stake by 12% in Q2 2025, buying an estimated $60.3K and bringing the position to 11,136 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Avantax Advisory Services first reported a position in TRP in Q4 2019 and has held it in 20 quarters since. The position peaked at $714K in Q3 2020. 608 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

Avantax Advisory Services held 11,136 shares of TC Energy worth $543K as of Q2 2025.
Avantax Advisory Services bought 1,228 TC Energy shares in Q2 2025, an estimated $60.3K.
TC Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1538 holding.
Avantax Advisory Services first reported a position in TC Energy in Q4 2019 and has held it in 20 quarters since.
Avantax Advisory Services's TC Energy position peaked at $714K in Q3 2020.
608 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.