CAPTRUST Financial Advisors
TRP icon

CAPTRUST Financial Advisors’s TC Energy TRP Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$1.36M Buy
21,650
+3,311
+18% +$200K ﹤0.01% 1428
2025
Q4 		$1.01M Buy
18,339
+1,880
+11% +$100K ﹤0.01% 1507
2025
Q3 		$896K Sell
16,459
-591
-3% -$29.7K ﹤0.01% 1490
2025
Q2 		$832K Buy
17,050
+147
+0.9% +$7.21K ﹤0.01% 1451
2025
Q1 		$798K Sell
16,903
-1,172
-6% -$54.6K ﹤0.01% 1394
2024
Q4 		$841K Sell
18,075
-241
-1% -$11.4K ﹤0.01% 1322
2024
Q3 		$871K Buy
18,316
+242
+1% +$10.5K ﹤0.01% 1274
2024
Q2 		$685K Sell
18,074
-43
-0.2% -$1.63K ﹤0.01% 1358
2024
Q1 		$728K Buy
+18,117
New +$715K ﹤0.01% 1302
2023
Q1 		– Sell
-10,643
Closed -$424K – 2381
2022
Q4 		$424K Sell
10,643
-4,877
-31% -$212K ﹤0.01% 1425
2022
Q3 		$627K Buy
15,520
+86
+0.6% +$4.26K ﹤0.01% 1142
2022
Q2 		$809K Buy
15,434
+5,984
+63% +$334K 0.01% 943
2022
Q1 		$540K Sell
9,450
-729
-7% -$38.4K ﹤0.01% 1115
2021
Q4 		$481K Buy
10,179
+6,379
+168% +$315K ﹤0.01% 1146
2021
Q3 		$185K Sell
3,800
-23,565
-86% -$1.14M ﹤0.01% 1618
2021
Q2 		$1.37M Buy
27,365
+85
+0.3% +$4.25K 0.01% 613
2021
Q1 		$1.27M Buy
27,280
+13,369
+96% +$593K 0.01% 606
2020
Q4 		$575K Sell
13,911
-227
-2% -$9.67K 0.01% 783
2020
Q3 		$598K Sell
14,138
-261
-2% -$11.9K 0.01% 665
2020
Q2 		$611K Buy
14,399
+12,743
+770% +$572K 0.01% 653
2020
Q1 		$69K Buy
+1,656
New +$83.9K ﹤0.01% 1269
2019
Q4 		– Sell
-2,339
Closed -$122K – 1748
2019
Q3 		$122K Buy
2,339
+100
+4% +$4.99K ﹤0.01% 707
2019
Q2 		$112K Sell
2,239
-48
-2% -$2.3K ﹤0.01% 716
2019
Q1 		$104K Buy
2,287
+337
+17% +$14.5K ﹤0.01% 687
2018
Q4 		$71K Sell
1,950
-379
-16% -$14.9K ﹤0.01% 678
2018
Q3 		$95K Buy
2,329
+354
+18% +$15.3K ﹤0.01% 614
2018
Q2 		$86K Buy
+1,975
New +$83.9K ﹤0.01% 551

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's TRP Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its TC Energy (TRP) stake by 18% in Q1 2026, buying an estimated $200K and bringing the position to 21,650 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

CAPTRUST Financial Advisors first reported a position in TRP in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2021. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,650 shares of TC Energy worth $1.36M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,311 TC Energy shares in Q1 2026, an estimated $200K.
  • TC Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1428 holding.
  • CAPTRUST Financial Advisors first reported a position in TC Energy in Q2 2018 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's TC Energy position peaked at $1.37M in Q2 2021.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.