Cerity Partners
TRP icon

Cerity Partners’s TC Energy TRP Stock Holding History

Cerity Partners’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 		$2.34M Buy
37,317
+1,491
+4% +$89.9K ﹤0.01% 1399
2025
Q4 		$1.97M Sell
35,826
-4,468
-11% -$238K ﹤0.01% 1375
2025
Q3 		$2.19M Buy
40,294
+7,109
+21% +$357K ﹤0.01% 1248
2025
Q2 		$1.62M Sell
33,185
-760
-2% -$37.3K ﹤0.01% 1309
2025
Q1 		$1.6M Buy
33,945
+18,022
+113% +$840K ﹤0.01% 1220
2024
Q4 		$752K Sell
15,923
-4,615
-22% -$218K ﹤0.01% 1549
2024
Q3 		$977K Buy
20,538
+8,660
+73% +$376K ﹤0.01% 1404
2024
Q2 		$450K Sell
11,878
-11,894
-50% -$451K ﹤0.01% 1596
2024
Q1 		$956K Buy
23,772
+12,114
+104% +$478K ﹤0.01% 1301
2023
Q4 		$456K Buy
+11,658
New +$425K ﹤0.01% 1309
2023
Q3 		– Sell
-15,939
Closed -$644K – 1700
2023
Q2 		$644K Sell
15,939
-498
-3% -$20.3K ﹤0.01% 1084
2023
Q1 		$640K Buy
16,437
+5,821
+55% +$237K ﹤0.01% 1174
2022
Q4 		$423K Buy
10,616
+915
+9% +$39.7K ﹤0.01% 1010
2022
Q3 		$391K Buy
9,701
+292
+3% +$14.5K ﹤0.01% 798
2022
Q2 		$488K Buy
9,409
+2,525
+37% +$141K 0.01% 753
2022
Q1 		$389K Sell
6,884
-728
-10% -$38.3K 0.01% 652
2021
Q4 		$353K Buy
7,612
+1,264
+20% +$62.5K 0.01% 720
2021
Q3 		$305K Buy
6,348
+24
+0.4% +$1.16K 0.01% 561
2021
Q2 		$313K Sell
6,324
-101
-2% -$5.05K 0.01% 567
2021
Q1 		$294K Sell
6,425
-62
-1% -$2.75K 0.01% 560
2020
Q4 		$264K Sell
6,487
-664
-9% -$28.3K 0.01% 551
2020
Q3 		$300K Buy
+7,151
New +$327K 0.01% 408

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

Cerity Partners's TRP Position: Q1 2026 in Review

Cerity Partners increased its TC Energy (TRP) stake by 4.2% in Q1 2026, buying an estimated $89.9K and bringing the position to 37,317 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Cerity Partners first reported a position in TRP in Q3 2020 and has held it in 22 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Cerity Partners held 37,317 shares of TC Energy worth $2.34M as of Q1 2026.
  • Cerity Partners bought 1,491 TC Energy shares in Q1 2026, an estimated $89.9K.
  • TC Energy made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1399 holding.
  • Cerity Partners first reported a position in TC Energy in Q3 2020 and has held it in 22 quarters since.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.