Aventura Private Wealth’s TC Energy TRP Stock Holding History

Aventura Private 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	$81.7K	Hold	1,233	–	–	0.03%	279
2026 Q1	$77.2K	Hold	1,233	–	–	0.03%	259
2025 Q4	$67.8K	Sell	1,233 -198	-14%	-$10.6K	0.02%	253
2025 Q3	$77.9K	Sell	1,431 -1,093	-43%	-$54.9K	0.03%	243
2025 Q2	$123K	Hold	2,524	–	–	0.05%	179
2025 Q1	$119K	Hold	2,524	–	–	0.06%	176
2024 Q4	$117K	Buy	+2,524	New	+$119K	0.06%	173

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

Aventura Private Wealth's TRP Position: Q2 2026 in Review

Aventura Private Wealth held its TC Energy (TRP) position steady in Q2 2026 at 1,233 shares worth $81.7K. The position accounts for 0.03% of the portfolio, ranked #279.

Aventura Private Wealth first reported a position in TRP in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q2 2025. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Aventura Private Wealth held 1,233 shares of TC Energy worth $81.7K as of Q2 2026.
Aventura Private Wealth left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #279 holding.
Aventura Private Wealth first reported a position in TC Energy in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's TC Energy position peaked at $123K in Q2 2025.
702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.