Calton & Associates’s TC Energy TRP Stock Holding History

Calton & Associates’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	$278K	Buy	+4,200	New	+$278K	0.04%	329
2026 Q1	–	Sell	-4,668	Closed	-$257K	–	492
2025 Q4	$257K	Buy	4,668 +289	+7%	+$15.4K	0.04%	367
2025 Q3	$238K	Buy	+4,379	New	+$220K	0.04%	369
2018 Q1	–	Sell	-691	Closed	-$33K	–	1190
2017 Q4	$33K	Buy	+691	New	+$33.7K	0.01%	785

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

Calton & Associates's TRP Position: Q2 2026 in Review

Calton & Associates opened a new position in TC Energy (TRP) in Q2 2026: 4,200 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #329 among its holdings. This is a return to the name: Calton & Associates previously reported a position in TRP as recently as Q4 2025.

Calton & Associates first reported a position in TRP in Q4 2017 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Calton & Associates held 4,200 shares of TC Energy worth $278K as of Q2 2026.
TC Energy was a new Calton & Associates position in Q2 2026.
TC Energy made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #329 holding.
Calton & Associates first reported a position in TC Energy in Q4 2017 and has held it in 4 quarters since.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.