Checchi Capital Advisers’s TC Energy TRP Stock Holding History

Checchi Capital Advisers’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	$400K	Sell	6,029 -30	-0.5%	-$1.98K	0.02%	409
2026 Q1	$379K	Sell	6,059 -40	-0.7%	-$2.41K	0.02%	410
2025 Q4	$336K	Sell	6,099 -72	-1%	-$3.84K	0.02%	412
2025 Q3	$336K	Buy	6,171 +204	+3%	+$10.2K	0.02%	418
2025 Q2	$291K	Sell	5,967 -156	-3%	-$7.66K	0.02%	462
2025 Q1	$289K	Buy	6,123 +986	+19%	+$46K	0.02%	467
2024 Q4	$239K	Buy	5,137 +699	+16%	+$33.1K	0.01%	499
2024 Q3	$211K	Buy	+4,438	New	+$193K	0.01%	550
2023 Q4	–	Sell	-6,363	Closed	-$219K	–	570
2023 Q3	$219K	Sell	6,363 -936	-13%	-$34.4K	0.02%	476
2023 Q2	$295K	Buy	7,299 +716	+11%	+$29.2K	0.03%	431
2023 Q1	$256K	Buy	6,583 +208	+3%	+$8.47K	0.02%	462
2022 Q4	$254K	Sell	6,375 -3,010	-32%	-$131K	0.03%	449
2022 Q3	$378K	Buy	9,385 +275	+3%	+$13.6K	0.04%	325
2022 Q2	$486K	Buy	9,110 +1,388	+18%	+$77.5K	0.04%	296
2022 Q1	$436K	Buy	7,722 +640	+9%	+$33.7K	0.04%	304
2021 Q4	$330K	Buy	7,082 +972	+16%	+$48.1K	0.03%	367
2021 Q3	$294K	Sell	6,110 -581	-9%	-$28.2K	0.03%	372
2021 Q2	$331K	Buy	6,691 +454	+7%	+$22.7K	0.03%	335
2021 Q1	$285K	Buy	6,237 +862	+16%	+$38.2K	0.03%	378
2020 Q4	$219K	Sell	5,375 -941	-15%	-$40.1K	0.02%	437
2020 Q3	$265K	Buy	6,316 +92	+1%	+$4.21K	0.03%	333
2020 Q2	$267K	Buy	6,224 +50	+0.8%	+$2.24K	0.03%	337
2020 Q1	$274K	Buy	6,174 +2,120	+52%	+$107K	0.03%	269
2019 Q4	$216K	Sell	4,054 -237	-6%	-$12.2K	0.03%	395
2019 Q3	$222K	Sell	4,291 -215	-5%	-$10.7K	0.03%	373
2019 Q2	$223K	Buy	4,506 +40	+0.9%	+$1.92K	0.03%	362
2019 Q1	$201K	Buy	+4,466	New	+$192K	0.02%	386
2018 Q4	–	Sell	-5,030	Closed	-$204K	–	442
2018 Q3	$204K	Sell	5,030 -523	-9%	-$22.7K	0.02%	421
2018 Q2	$240K	Buy	+5,553	New	+$236K	0.03%	342
2016 Q3	–	Sell	-2,920	Closed	-$132K	–	1138
2016 Q2	$132K	Hold	2,920	–	–	0.02%	469
2016 Q1	$115K	Buy	+2,920	New	+$102K	0.03%	533

Other funds holding TRP

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Checchi Capital Advisers's TRP Position: Q2 2026 in Review

Checchi Capital Advisers reduced its TC Energy (TRP) stake by 0.5% in Q2 2026, selling an estimated $1.98K and leaving 6,029 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #409.

Checchi Capital Advisers first reported a position in TRP in Q1 2016 and has held it in 31 quarters since. The position peaked at $486K in Q2 2022. 369 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Checchi Capital Advisers held 6,029 shares of TC Energy worth $400K as of Q2 2026.
Checchi Capital Advisers sold 30 TC Energy shares in Q2 2026, an estimated $1.98K.
TC Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #409 holding.
Checchi Capital Advisers first reported a position in TC Energy in Q1 2016 and has held it in 31 quarters since.
Checchi Capital Advisers's TC Energy position peaked at $486K in Q2 2022.
369 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.