Beverly Hills Private Wealth’s TC Energy TRP Stock Holding History

Beverly Hills Private Wealth’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	–	Sell	-8,505	Closed	-$532K	–	356
2026 Q1	$532K	Sell	8,505 -308	-3%	-$18.6K	0.09%	174
2025 Q4	$485K	Sell	8,813 -299	-3%	-$16K	0.08%	183
2025 Q3	$496K	Sell	9,112 -398	-4%	-$20K	0.09%	183
2025 Q2	$464K	Sell	9,510 -691	-7%	-$33.9K	0.09%	187
2025 Q1	$482K	Sell	10,201 -30	-0.3%	-$1.4K	0.1%	183
2024 Q4	$476K	Sell	10,231 -985	-9%	-$46.6K	0.1%	180
2024 Q3	$534K	Sell	11,216 -1,777	-14%	-$77.2K	0.11%	176
2024 Q2	$492K	Sell	12,993 -566	-4%	-$21.5K	0.11%	189
2024 Q1	$546K	Buy	13,559 +5,752	+74%	+$227K	0.13%	175
2023 Q4	$307K	Sell	7,807 -6,427	-45%	-$234K	0.08%	250
2023 Q3	$492K	Sell	14,234 -14,692	-51%	-$541K	0.15%	147
2023 Q2	$1.04M	Buy	28,926 +16,558	+134%	+$676K	0.17%	129
2023 Q1	$481K	Buy	+12,368	New	+$503K	0.15%	149

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

Beverly Hills Private Wealth's TRP Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of TC Energy (TRP) in Q2 2026, closing a stake of 8,505 shares — an estimated $532K sold.

Beverly Hills Private Wealth first reported a position in TRP in Q1 2023 and held it in 13 quarters. The position peaked at $1.04M in Q2 2023. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Beverly Hills Private Wealth reported no remaining TC Energy position as of Q2 2026 after selling out during the quarter.
Beverly Hills Private Wealth sold 8,505 TC Energy shares in Q2 2026, an estimated $532K.
Beverly Hills Private Wealth first reported a position in TC Energy in Q1 2023 and held it in 13 quarters.
Beverly Hills Private Wealth's TC Energy position peaked at $1.04M in Q2 2023.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.