Baldwin Wealth Partners’s TC Energy TRP Stock Holding History

Baldwin Wealth 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	$963K	Sell	14,529 -623	-4%	-$41.2K	0.06%	112
2026 Q1	$948K	Sell	15,152 -775	-5%	-$46.7K	0.07%	106
2025 Q4	$876K	Hold	15,927	–	–	0.06%	120
2025 Q3	$867K	Hold	15,927	–	–	0.06%	117
2025 Q2	$777K	Sell	15,927 -1,800	-10%	-$88.3K	0.05%	114
2025 Q1	$837K	Hold	17,727	–	–	0.06%	108
2024 Q4	$825K	Sell	17,727 -4,355	-20%	-$206K	0.06%	113
2024 Q3	$1.05M	Sell	22,082 -2,150	-9%	-$93.4K	0.07%	125
2024 Q2	$918K	Sell	24,232 -3,550	-13%	-$135K	0.07%	106
2024 Q1	$1.12M	Sell	27,782 -3,250	-10%	-$128K	0.08%	105
2023 Q4	$1.21M	Sell	31,032 -11,689	-27%	-$426K	0.1%	98
2023 Q3	$1.47M	Sell	42,721 -4,188	-9%	-$154K	0.13%	92
2023 Q2	$1.9M	Sell	46,909 -1,560	-3%	-$63.7K	0.16%	90
2023 Q1	$1.89M	Sell	48,469 -100	-0.2%	-$4.07K	0.16%	91
2022 Q4	$1.94M	Buy	48,569 +46,558	+2,315%	+$2.02M	0.18%	92
2022 Q3	$81K	Hold	2,011	–	–	0.01%	264
2022 Q2	$104K	Hold	2,011	–	–	0.01%	253
2022 Q1	$114K	Hold	2,011	–	–	0.01%	257
2021 Q4	$94K	Hold	2,011	–	–	0.01%	271
2021 Q3	$97K	Hold	2,011	–	–	0.01%	263
2021 Q2	$100K	Hold	2,011	–	–	0.01%	272
2021 Q1	$92K	Buy	+2,011	New	+$89.2K	0.01%	267

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

Baldwin Wealth Partners's TRP Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its TC Energy (TRP) stake by 4.1% in Q2 2026, selling an estimated $41.2K and leaving 14,529 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #112.

Baldwin Wealth Partners first reported a position in TRP in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.94M in Q4 2022. 704 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Baldwin Wealth Partners held 14,529 shares of TC Energy worth $963K as of Q2 2026.
Baldwin Wealth Partners sold 623 TC Energy shares in Q2 2026, an estimated $41.2K.
TC Energy made up 0.06% of Baldwin Wealth Partners's portfolio in Q2 2026, its #112 holding.
Baldwin Wealth Partners first reported a position in TC Energy in Q1 2021 and has held it in 22 quarters since.
Baldwin Wealth Partners's TC Energy position peaked at $1.94M in Q4 2022.
704 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.