Beacon Pointe Advisors’s TC Energy TRP Stock Holding History

Beacon Pointe 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
2026 Q2	$219K	Buy	3,307 +6	+0.2%	+$397	﹤0.01%	1770
2026 Q1	$207K	Buy	+3,301	New	+$199K	﹤0.01%	1715
2024 Q1	–	Sell	-24,288	Closed	-$949K	–	1411
2023 Q4	$949K	Buy	24,288 +5,733	+31%	+$209K	0.01%	675
2023 Q3	$638K	Buy	+18,555	New	+$683K	0.01%	777
2023 Q1	–	Sell	-8,963	Closed	-$357K	–	1197
2022 Q4	$357K	Sell	8,963 -483	-5%	-$20.9K	0.01%	806
2022 Q3	$379K	Sell	9,446 -1,248	-12%	-$61.9K	0.01%	731
2022 Q2	$554K	Sell	10,694 -185	-2%	-$10.3K	0.01%	617
2022 Q1	$614K	Buy	+10,879	New	+$572K	0.01%	751

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

Beacon Pointe Advisors's TRP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its TC Energy (TRP) stake by 0.18% in Q2 2026, buying an estimated $397 and bringing the position to 3,307 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Beacon Pointe Advisors first reported a position in TRP in Q1 2022 and has held it in 8 quarters since. The position peaked at $949K in Q4 2023. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Beacon Pointe Advisors held 3,307 shares of TC Energy worth $219K as of Q2 2026.
Beacon Pointe Advisors bought 6 TC Energy shares in Q2 2026, an estimated $397.
TC Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1770 holding.
Beacon Pointe Advisors first reported a position in TC Energy in Q1 2022 and has held it in 8 quarters since.
Beacon Pointe Advisors's TC Energy position peaked at $949K in Q4 2023.
702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.