Carolinas Wealth Consulting’s Targa Resources TRGP Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-5	Closed	-$1K	–	856
2025 Q1	$1K	Sell	5 -4	-44%	-$794	﹤0.01%	906
2024 Q4	$1.61K	Buy	9 +4	+80%	+$717	﹤0.01%	872
2024 Q3	$741	Buy	+5	New	+$704	﹤0.01%	969
2023 Q4	–	Sell	-248	Closed	-$20.7K	–	1056
2023 Q3	$20.7K	Hold	248	–	–	0.01%	428
2023 Q2	$18.9K	Hold	248	–	–	﹤0.01%	485
2023 Q1	$18.1K	Hold	248	–	–	﹤0.01%	510
2022 Q4	$18.2K	Hold	248	–	–	﹤0.01%	516
2022 Q3	$15K	Hold	248	–	–	﹤0.01%	500
2022 Q2	$15K	Hold	248	–	–	﹤0.01%	513
2022 Q1	$19K	Sell	248 -46	-16%	-$2.91K	﹤0.01%	495
2021 Q4	$15K	Sell	294 -5	-2%	-$268	﹤0.01%	557
2021 Q3	$15K	Hold	299	–	–	﹤0.01%	527
2021 Q2	$13K	Hold	299	–	–	﹤0.01%	578
2021 Q1	$9K	Buy	+299	New	+$9.23K	﹤0.01%	637

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carolinas Wealth Consulting's TRGP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Targa Resources (TRGP) in Q2 2025, closing a stake of 5 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in TRGP in Q1 2021 and held it in 14 quarters. The position peaked at $20.7K in Q3 2023. 915 funds tracked by Wall St. Rank hold TRGP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Targa Resources position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Targa Resources shares in Q2 2025, an estimated $1K.
Carolinas Wealth Consulting first reported a position in Targa Resources in Q1 2021 and held it in 14 quarters.
Carolinas Wealth Consulting's Targa Resources position peaked at $20.7K in Q3 2023.
915 funds tracked by Wall St. Rank held Targa Resources as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.