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Concurrent Investment Advisors’s TC Energy TRP Stock Holding History

Concurrent Investment 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 		$395K Sell
5,958
-398
-6% -$26.3K ﹤0.01% 1538
2026
Q1 		$398K Buy
6,356
+2,107
+50% +$127K ﹤0.01% 1328
2025
Q4 		$234K Buy
+4,249
New +$227K ﹤0.01% 1554

Other funds holding TRP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Concurrent Investment Advisors's TRP Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its TC Energy (TRP) stake by 6.3% in Q2 2026, selling an estimated $26.3K and leaving 5,958 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Concurrent Investment Advisors first reported a position in TRP in Q4 2025 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 286 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Concurrent Investment Advisors held 5,958 shares of TC Energy worth $395K as of Q2 2026.
  • Concurrent Investment Advisors sold 398 TC Energy shares in Q2 2026, an estimated $26.3K.
  • TC Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1538 holding.
  • Concurrent Investment Advisors first reported a position in TC Energy in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's TC Energy position peaked at $398K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.