Cardinal Point Capital Management’s TC Energy TRP Stock Holding History

Cardinal Point Capital Management’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	$16.7M	Sell	252,072 -649	-0.3%	-$42.9K	0.94%	30
2026 Q1	$15.8M	Sell	252,721 -1,379	-0.5%	-$83.2K	0.97%	29
2025 Q4	$14M	Buy	254,100 +1,657	+0.7%	+$88.4K	0.92%	28
2025 Q3	$13.7M	Sell	252,443 -2,845	-1%	-$143K	0.96%	27
2025 Q2	$12.4M	Sell	255,288 -4,400	-2%	-$216K	0.99%	28
2025 Q1	$12.1M	Buy	+259,688	New	+$12.1M	1.11%	26

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

Cardinal Point Capital Management's TRP Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its TC Energy (TRP) stake by 0.26% in Q2 2026, selling an estimated $42.9K and leaving 252,072 shares worth $16.7M. The position accounts for 0.94% of the portfolio, ranked #30.

Cardinal Point Capital Management first reported a position in TRP in Q1 2025 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Cardinal Point Capital Management held 252,072 shares of TC Energy worth $16.7M as of Q2 2026.
Cardinal Point Capital Management sold 649 TC Energy shares in Q2 2026, an estimated $42.9K.
TC Energy made up 0.94% of Cardinal Point Capital Management's portfolio in Q2 2026, its #30 holding.
Cardinal Point Capital Management first reported a position in TC Energy in Q1 2025 and has held it in 6 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.