Beacon Financial Group’s TC Energy TRP Stock Holding History

Beacon Financial Group’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 Q1	–	Sell	-5,062	Closed	-$236K	–	345
2024 Q4	$236K	Sell	5,062 -4	-0.1%	-$189	0.03%	308
2024 Q3	$241K	Buy	+5,066	New	+$220K	0.03%	300
2022 Q2	–	Sell	-110,106	Closed	-$6.28M	–	229
2022 Q1	$6.28M	Buy	+110,106	New	+$5.79M	0.84%	33
2016 Q2	–	Sell	-16,281	Closed	-$637K	–	184
2016 Q1	$637K	Sell	16,281 -794	-5%	-$27.8K	0.14%	95
2015 Q4	$556K	Buy	17,075 +338	+2%	+$11.2K	0.13%	104
2015 Q3	$516K	Sell	16,737 -217	-1%	-$7.79K	0.13%	104
2015 Q2	$697K	Buy	16,954 +3,499	+26%	+$154K	0.15%	86
2015 Q1	$582K	Buy	13,455 +1,525	+13%	+$68K	0.13%	98
2014 Q4	$586K	Buy	11,930 +1,694	+17%	+$82.1K	0.12%	107
2014 Q3	$531K	Sell	10,236 -146	-1%	-$7.54K	0.12%	117
2014 Q2	$494K	Buy	10,382 +1,072	+12%	+$50K	0.11%	118
2014 Q1	$420K	Buy	9,310 +632	+7%	+$28K	0.09%	126
2013 Q4	$396K	Buy	8,678 +649	+8%	+$28.9K	0.08%	143
2013 Q3	$355K	Buy	+8,029	New	+$358K	0.08%	139

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Beacon Financial Group's TRP Position: Q1 2025 in Review

Beacon Financial Group sold out of TC Energy (TRP) in Q1 2025, closing a stake of 5,062 shares — an estimated $236K sold.

Beacon Financial Group first reported a position in TRP in Q3 2013 and held it in 14 quarters. The position peaked at $6.28M in Q1 2022. 607 funds tracked by Wall St. Rank hold TRP as of Q1 2025.

Beacon Financial Group reported no remaining TC Energy position as of Q1 2025 after selling out during the quarter.
Beacon Financial Group sold 5,062 TC Energy shares in Q1 2025, an estimated $236K.
Beacon Financial Group first reported a position in TC Energy in Q3 2013 and held it in 14 quarters.
Beacon Financial Group's TC Energy position peaked at $6.28M in Q1 2022.
607 funds tracked by Wall St. Rank held TC Energy as of Q1 2025.

Based on Beacon Financial Group's 13F filing for Q1 2025, filed 10 Apr 2025.