Carson Wealth (CWM LLC)
TRP icon

Carson Wealth (CWM LLC)’s TC Energy TRP Stock Holding History

Carson Wealth (CWM LLC)’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 		$240K Buy
3,841
+10
+0.3% +$603 ﹤0.01% 2570
2025
Q4 		$211K Sell
3,831
-17
-0.4% -$907 ﹤0.01% 2530
2025
Q3 		$209K Buy
3,848
+697
+22% +$35K ﹤0.01% 2410
2025
Q2 		$154K Buy
3,151
+170
+6% +$8.34K ﹤0.01% 2394
2025
Q1 		$141K Buy
2,981
+120
+4% +$5.59K ﹤0.01% 2154
2024
Q4 		$133K Buy
2,861
+138
+5% +$6.53K ﹤0.01% 2095
2024
Q3 		$129K Sell
2,723
-108
-4% -$4.69K ﹤0.01% 2031
2024
Q2 		$107K Buy
2,831
+24
+0.9% +$910 ﹤0.01% 1936
2024
Q1 		$113K Buy
2,807
+82
+3% +$3.23K ﹤0.01% 1804
2023
Q4 		$107K Buy
2,725
+980
+56% +$35.7K ﹤0.01% 1721
2023
Q3 		$60K Sell
1,745
-467
-21% -$17.2K ﹤0.01% 1958
2023
Q2 		$89K Buy
2,212
+575
+35% +$23.5K ﹤0.01% 1629
2023
Q1 		$64K Buy
1,637
+74
+5% +$3.01K ﹤0.01% 1737
2022
Q4 		$62K Sell
1,563
-416
-21% -$18K ﹤0.01% 1616
2022
Q3 		$80K Buy
1,979
+192
+11% +$9.52K ﹤0.01% 1441
2022
Q2 		$93K Sell
1,787
-943
-35% -$52.6K ﹤0.01% 1346
2022
Q1 		$154K Buy
2,730
+267
+11% +$14K ﹤0.01% 1156
2021
Q4 		$115K Buy
+2,463
New +$122K ﹤0.01% 1246
2021
Q2 		$101K Hold
2,039
– – ﹤0.01% 1138
2021
Q1 		$101K Hold
2,039
– – ﹤0.01% 1138
2020
Q4 		$101K Hold
2,039
– – ﹤0.01% 1138
2020
Q3 		$101K Hold
2,039
– – ﹤0.01% 1138
2020
Q2 		$101K Hold
2,039
– – ﹤0.01% 1138
2020
Q1 		$101K Hold
2,039
– – ﹤0.01% 1138
2019
Q4 		$101K Hold
2,039
– – ﹤0.01% 1138
2019
Q3 		$101K Hold
2,039
– – ﹤0.01% 1138
2019
Q2 		$101K Hold
2,039
– – ﹤0.01% 1138
2019
Q1 		$101K Sell
2,039
-29,316
-93% -$1.26M ﹤0.01% 1138
2018
Q4 		$1.12M Buy
31,355
+25,184
+408% +$993K 0.03% 367
2018
Q3 		$250K Buy
6,171
+5,873
+1,971% +$255K 0.01% 484
2018
Q2 		$13K Buy
298
+98
+49% +$4.16K ﹤0.01% 937
2018
Q1 		$8K Sell
200
-860
-81% -$38.6K ﹤0.01% 906
2017
Q4 		$52K Buy
1,060
+27
+3% +$1.32K ﹤0.01% 523
2017
Q3 		$51K Buy
1,033
+633
+158% +$31.8K ﹤0.01% 521
2017
Q2 		$19K Hold
400
– – ﹤0.01% 642
2017
Q1 		$18K Hold
400
– – ﹤0.01% 621
2016
Q4 		$18K Hold
400
– – ﹤0.01% 608
2016
Q3 		$19K Buy
400
+300
+300% +$14K ﹤0.01% 559
2016
Q2 		$5K Sell
100
-200
-67% -$8.25K ﹤0.01% 637
2016
Q1 		$12K Sell
300
-300
-50% -$10.5K ﹤0.01% 502
2015
Q4 		$20K Buy
600
+300
+100% +$9.93K ﹤0.01% 397
2015
Q3 		$9K Buy
+300
New +$10.8K ﹤0.01% 459

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TRP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TC Energy (TRP) stake by 0.26% in Q1 2026, buying an estimated $603 and bringing the position to 3,841 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Carson Wealth (CWM LLC) first reported a position in TRP in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.12M in Q4 2018. 685 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,841 shares of TC Energy worth $240K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10 TC Energy shares in Q1 2026, an estimated $603.
  • TC Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2570 holding.
  • Carson Wealth (CWM LLC) first reported a position in TC Energy in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s TC Energy position peaked at $1.12M in Q4 2018.
  • 685 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.