Avantax Planning Partners’s TC Energy TRP Stock Holding History

Avantax Planning Partners’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	$586K	Hold	8,838	–	–	0.01%	265
2026 Q1	$553K	Buy	8,838 +713	+9%	+$43K	0.02%	265
2025 Q4	$447K	Hold	8,125	–	–	0.01%	293
2025 Q3	$442K	Hold	8,125	–	–	0.01%	292
2025 Q2	$396K	Sell	8,125 -125	-2%	-$6.13K	0.01%	302
2025 Q1	$389K	Buy	8,250 +1,450	+21%	+$67.6K	0.01%	299
2024 Q4	$316K	Hold	6,800	–	–	0.01%	328
2024 Q3	$323K	Hold	6,800	–	–	0.01%	319
2024 Q2	$258K	Hold	6,800	–	–	0.01%	389
2024 Q1	$273K	Sell	6,800 -299	-4%	-$11.8K	0.01%	375
2023 Q4	$278K	Buy	7,099 +89	+1%	+$3.24K	0.01%	310
2023 Q3	$241K	Buy	+7,010	New	+$258K	0.01%	316
2018 Q4	–	Sell	-1,450	Closed	-$59K	–	1117
2018 Q3	$59K	Buy	+1,450	New	+$62.9K	﹤0.01%	447
2018 Q2	–	Sell	-1,000	Closed	-$41K	–	1376
2018 Q1	$41K	Buy	+1,000	New	+$44.9K	﹤0.01%	569

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

Avantax Planning Partners's TRP Position: Q2 2026 in Review

Avantax Planning Partners held its TC Energy (TRP) position steady in Q2 2026 at 8,838 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #265.

Avantax Planning Partners first reported a position in TRP in Q1 2018 and has held it in 14 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Avantax Planning Partners held 8,838 shares of TC Energy worth $586K as of Q2 2026.
Avantax Planning Partners left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #265 holding.
Avantax Planning Partners first reported a position in TC Energy in Q1 2018 and has held it in 14 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.