Bartlett & Co Wealth Management’s TC Energy TRP Stock Holding History

Bartlett & Co Wealth Management’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 Q1	$73.5K	Hold	1,113	–	–	﹤0.01%	618
2025 Q4	$61.2K	Hold	1,113	–	–	﹤0.01%	630
2025 Q3	$60.6K	Sell	1,113 -30	-3%	-$1.51K	﹤0.01%	640
2025 Q2	$55.8K	Buy	1,143 +30	+3%	+$1.47K	﹤0.01%	640
2025 Q1	$52.5K	Hold	1,113	–	–	﹤0.01%	641
2024 Q4	$51.8K	Hold	1,113	–	–	﹤0.01%	643
2024 Q3	$52.9K	Hold	1,113	–	–	﹤0.01%	644
2024 Q2	$43K	Hold	1,113	–	–	﹤0.01%	681
2024 Q1	$45.5K	Hold	1,113	–	–	﹤0.01%	679
2023 Q4	$44.4K	Hold	1,113	–	–	﹤0.01%	730
2023 Q3	$39K	Hold	1,113	–	–	﹤0.01%	708
2023 Q2	$45.8K	Hold	1,113	–	–	﹤0.01%	685
2023 Q1	$44.1K	Buy	1,113 +1,000	+885%	+$40.7K	﹤0.01%	588
2022 Q4	$4.58K	Hold	113	–	–	﹤0.01%	934
2022 Q3	$4.63K	Hold	113	–	–	﹤0.01%	938
2022 Q2	$5.93K	Hold	113	–	–	﹤0.01%	984
2022 Q1	$6.46K	Buy	+113	New	+$5.95K	﹤0.01%	885
2021 Q1	–	Sell	-355	Closed	-$14.7K	–	1195
2020 Q4	$14.7K	Buy	355 +20	+6%	+$852	﹤0.01%	696
2020 Q3	$14.3K	Buy	+335	New	+$15.3K	﹤0.01%	654

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bartlett & Co Wealth Management's TRP Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its TC Energy (TRP) position steady in Q1 2026 at 1,113 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Bartlett & Co Wealth Management first reported a position in TRP in Q3 2020 and has held it in 19 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Bartlett & Co Wealth Management held 1,113 shares of TC Energy worth $73.5K as of Q1 2026.
Bartlett & Co Wealth Management left its TC Energy share count unchanged in Q1 2026.
TC Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #618 holding.
Bartlett & Co Wealth Management first reported a position in TC Energy in Q3 2020 and has held it in 19 quarters since.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.