Burney Company’s TC Energy TRP Stock Holding History

Burney Company’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	$1.7M	Buy	25,709 +2,207	+9%	+$146K	0.05%	261
2026 Q1	$1.47M	Buy	+23,502	New	+$1.42M	0.05%	266
2025 Q4	–	Sell	-38,863	Closed	-$2.11M	–	637
2025 Q3	$2.11M	Buy	+38,863	New	+$1.95M	0.07%	227
2014 Q4	–	Sell	-4,512	Closed	-$233K	–	400
2014 Q3	$233K	Sell	4,512 -960	-18%	-$49.6K	0.02%	367
2014 Q2	$261K	Hold	5,472	–	–	0.02%	370
2014 Q1	$249K	Sell	5,472 -36	-0.7%	-$1.6K	0.02%	366
2013 Q4	$251K	Sell	5,508 -354	-6%	-$15.8K	0.02%	370
2013 Q3	$258K	Sell	5,862 -1,109	-16%	-$49.4K	0.03%	359
2013 Q2	$301K	Buy	+6,971	New	+$329K	0.04%	327

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

Burney Company's TRP Position: Q2 2026 in Review

Burney Company increased its TC Energy (TRP) stake by 9.4% in Q2 2026, buying an estimated $146K and bringing the position to 25,709 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #261.

Burney Company first reported a position in TRP in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.11M in Q3 2025. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Burney Company held 25,709 shares of TC Energy worth $1.7M as of Q2 2026.
Burney Company bought 2,207 TC Energy shares in Q2 2026, an estimated $146K.
TC Energy made up 0.05% of Burney Company's portfolio in Q2 2026, its #261 holding.
Burney Company first reported a position in TC Energy in Q2 2013 and has held it in 9 quarters since.
Burney Company's TC Energy position peaked at $2.11M in Q3 2025.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.