Clearstead Advisors’s TC Energy TRP Stock Holding History

Clearstead Advisors’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	$111K	Buy	+1,680	New	+$111K	﹤0.01%	1259
2023 Q3	–	Sell	-190	Closed	-$7.68K	–	1519
2023 Q2	$7.68K	Buy	+190	New	+$7.76K	﹤0.01%	1009
2022 Q2	–	Sell	-299	Closed	-$17K	–	1452
2022 Q1	$17K	Buy	+299	New	+$15.7K	﹤0.01%	897
2021 Q3	–	Sell	-330	Closed	-$16K	–	1393
2021 Q2	$16K	Hold	330	–	–	﹤0.01%	739
2021 Q1	$15K	Sell	330 -535	-62%	-$23.7K	﹤0.01%	728
2020 Q4	$35K	Buy	865 +330	+62%	+$14.1K	﹤0.01%	559
2020 Q3	$22K	Hold	535	–	–	﹤0.01%	574
2020 Q2	$23K	Buy	+535	New	+$24K	﹤0.01%	516

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Clearstead Advisors's TRP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in TC Energy (TRP) in Q2 2026: 1,680 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TRP as recently as Q2 2023.

Clearstead Advisors first reported a position in TRP in Q2 2020 and has held it in 8 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Clearstead Advisors held 1,680 shares of TC Energy worth $111K as of Q2 2026.
TC Energy was a new Clearstead Advisors position in Q2 2026.
TC Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1259 holding.
Clearstead Advisors first reported a position in TC Energy in Q2 2020 and has held it in 8 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.