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Capital Planning Advisors’s Targa Resources TRGP Stock Holding History

Capital Planning Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Buy
6,361
+638
+11% +$138K 0.23% 63
2025
Q4 		$1.06M Buy
5,723
+339
+6% +$57.1K 0.14% 87
2025
Q3 		$902K Buy
+5,384
New +$897K 0.12% 91

Other funds holding TRGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Planning Advisors's TRGP Position: Q1 2026 in Review

Capital Planning Advisors increased its Targa Resources (TRGP) stake by 11% in Q1 2026, buying an estimated $138K and bringing the position to 6,361 shares worth $1.59M. The position accounts for 0.23% of the portfolio, ranked #63.

Capital Planning Advisors first reported a position in TRGP in Q3 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Capital Planning Advisors held 6,361 shares of Targa Resources worth $1.59M as of Q1 2026.
  • Capital Planning Advisors bought 638 Targa Resources shares in Q1 2026, an estimated $138K.
  • Targa Resources made up 0.23% of Capital Planning Advisors's portfolio in Q1 2026, its #63 holding.
  • Capital Planning Advisors first reported a position in Targa Resources in Q3 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.