Baldwin Wealth Partners
TRP icon

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
Q3 		$716K Sell
12,380
-2,149
-15% -$138K 0.05% 124
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

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TD Waterhouse Canada
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Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Lincluden Management
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Baldwin Wealth Partners's TRP Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its TC Energy (TRP) stake by 15% in Q3 2026, selling an estimated $138K and leaving 12,380 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #124.

Baldwin Wealth Partners first reported a position in TRP in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.94M in Q4 2022. 204 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Baldwin Wealth Partners held 12,380 shares of TC Energy worth $716K as of Q3 2026.
  • Baldwin Wealth Partners sold 2,149 TC Energy shares in Q3 2026, an estimated $138K.
  • TC Energy made up 0.05% of Baldwin Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Baldwin Wealth Partners first reported a position in TC Energy in Q1 2021 and has held it in 23 quarters since.
  • Baldwin Wealth Partners's TC Energy position peaked at $1.94M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.