CarsonAllaria Wealth Management’s TC Energy TRP Stock Holding History

CarsonAllaria Wealth 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
2025 Q3	–	Sell	-40	Closed	-$1.95K	–	311
2025 Q2	$1.95K	Buy	+40	New	+$1.96K	﹤0.01%	321
2023 Q4	–	Sell	-21	Closed	-$729	–	379
2023 Q3	$729	Buy	21 +1	+5%	+$37	﹤0.01%	343
2023 Q2	$842	Hold	20	–	–	﹤0.01%	364
2023 Q1	$799	Hold	20	–	–	﹤0.01%	347
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	329
2022 Q3	$1K	Buy	+20	New	+$992	﹤0.01%	326

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CarsonAllaria Wealth Management's TRP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of TC Energy (TRP) in Q3 2025, closing a stake of 40 shares — an estimated $1.95K sold.

CarsonAllaria Wealth Management first reported a position in TRP in Q3 2022 and held it in 6 quarters. The position peaked at $1.95K in Q2 2025. 598 funds tracked by Wall St. Rank hold TRP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining TC Energy position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 40 TC Energy shares in Q3 2025, an estimated $1.95K.
CarsonAllaria Wealth Management first reported a position in TC Energy in Q3 2022 and held it in 6 quarters.
CarsonAllaria Wealth Management's TC Energy position peaked at $1.95K in Q2 2025.
598 funds tracked by Wall St. Rank held TC Energy as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.