Capital Investment Advisors’s TC Energy TRP Stock Holding History

Capital Investment 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
2025 Q3	–	Sell	-4,455	Closed	-$217K	–	756
2025 Q2	$217K	Sell	4,455 -687	-13%	-$33.7K	﹤0.01%	647
2025 Q1	$243K	Buy	5,142 +61	+1%	+$2.84K	﹤0.01%	590
2024 Q4	$236K	Sell	5,081 -140	-3%	-$6.62K	﹤0.01%	571
2024 Q3	$248K	Sell	5,221 -210	-4%	-$9.13K	0.01%	569
2024 Q2	$206K	Buy	+5,431	New	+$206K	﹤0.01%	593
2022 Q2	–	Sell	-3,852	Closed	-$217K	–	599
2022 Q1	$217K	Buy	+3,852	New	+$203K	0.01%	538
2021 Q4	–	Sell	-5,415	Closed	-$260K	–	612
2021 Q3	$260K	Hold	5,415	–	–	0.01%	481
2021 Q2	$268K	Buy	5,415 +670	+14%	+$33.5K	0.01%	481
2021 Q1	$217K	Buy	+4,745	New	+$210K	0.01%	498

Other funds holding TRP

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Capital Investment Advisors's TRP Position: Q3 2025 in Review

Capital Investment Advisors sold out of TC Energy (TRP) in Q3 2025, closing a stake of 4,455 shares — an estimated $217K sold.

Capital Investment Advisors first reported a position in TRP in Q1 2021 and held it in 9 quarters. The position peaked at $268K in Q2 2021. 598 funds tracked by Wall St. Rank hold TRP as of Q3 2025.

Capital Investment Advisors reported no remaining TC Energy position as of Q3 2025 after selling out during the quarter.
Capital Investment Advisors sold 4,455 TC Energy shares in Q3 2025, an estimated $217K.
Capital Investment Advisors first reported a position in TC Energy in Q1 2021 and held it in 9 quarters.
Capital Investment Advisors's TC Energy position peaked at $268K in Q2 2021.
598 funds tracked by Wall St. Rank held TC Energy as of Q3 2025.

Based on Capital Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.