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B. Riley Wealth Advisors’s TC Energy TRP Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-10,320
Closed -$487K – 1358
2025
Q1 		$487K Buy
10,320
+5,151
+100% +$240K 0.01% 773
2024
Q4 		$243K Sell
5,169
-3,600
-41% -$170K 0.01% 955
2024
Q3 		$409K Buy
8,769
+3,218
+58% +$140K 0.01% 823
2024
Q2 		$214K Sell
5,551
-1,702
-23% -$64.5K 0.01% 1206
2024
Q1 		$255K Buy
7,253
+2,003
+38% +$79K 0.01% 1132
2023
Q4 		$209K Sell
5,250
-2,003
-28% -$73K 0.01% 1238
2023
Q3 		$255K Sell
7,253
-964
-12% -$35.5K 0.01% 1132
2023
Q2 		$338K Buy
8,217
+919
+13% +$37.5K 0.01% 1055
2023
Q1 		$289K Buy
7,298
+971
+15% +$39.5K 0.01% 1086
2022
Q4 		$256K Sell
6,327
-1,195
-16% -$51.8K 0.01% 1123
2022
Q3 		$304K Buy
+7,522
New +$373K 0.01% 994
2018
Q1 		– Sell
-5,494
Closed -$268K – 715
2017
Q4 		$268K Sell
5,494
-55
-1% -$2.69K 0.04% 490
2017
Q3 		$275K Sell
5,549
-192
-3% -$9.64K 0.05% 403
2017
Q2 		$274K Sell
5,741
-241
-4% -$11.3K 0.05% 394
2017
Q1 		$277K Buy
5,982
+306
+5% +$14.3K 0.06% 369
2016
Q4 		$257K Sell
5,676
-1
-0% -$45 0.05% 384
2016
Q3 		$270K Sell
5,677
-5
-0.1% -$234 0.05% 438
2016
Q2 		$257K Buy
+5,682
New +$234K 0.05% 456
2015
Q1 		– Sell
-150
Closed -$7K – 1872
2014
Q4 		$7K Buy
+150
New +$7.27K ﹤0.01% 3037
2014
Q3 		– Sell
-565
Closed -$27K – 1783
2014
Q2 		$27K Buy
+565
New +$26.4K 0.01% 1331

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

B. Riley Wealth Advisors's TRP Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of TC Energy (TRP) in Q2 2025, closing a stake of 10,320 shares — an estimated $487K sold.

B. Riley Wealth Advisors first reported a position in TRP in Q2 2014 and held it in 20 quarters. The position peaked at $487K in Q1 2025. 608 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,320 TC Energy shares in Q2 2025, an estimated $487K.
  • B. Riley Wealth Advisors first reported a position in TC Energy in Q2 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's TC Energy position peaked at $487K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.