Corient Private Wealth
TRP icon

Corient Private Wealth’s TC Energy TRP Stock Holding History

Corient Private Wealth’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 		$2.16M Sell
32,651
-852
-3% -$56.3K ﹤0.01% 1350
2026
Q1 		$2.08M Sell
33,503
-13,197
-28% -$796K ﹤0.01% 1246
2025
Q4 		$2.58M Buy
46,700
+14,629
+46% +$781K ﹤0.01% 1032
2025
Q3 		$1.74M Buy
32,071
+363
+1% +$18.2K ﹤0.01% 1133
2025
Q2 		$1.55M Buy
31,708
+1,984
+7% +$97.4K ﹤0.01% 1157
2025
Q1 		$1.4M Sell
29,724
-2,994
-9% -$140K ﹤0.01% 1129
2024
Q4 		$1.52M Buy
32,718
+2,342
+8% +$111K ﹤0.01% 1118
2024
Q3 		$1.44M Sell
30,376
-1,887
-6% -$82K ﹤0.01% 1241
2024
Q2 		$1.22M Buy
32,263
+1,152
+4% +$43.7K ﹤0.01% 1250
2024
Q1 		$1.25M Buy
31,111
+12,279
+65% +$484K ﹤0.01% 1238
2023
Q4 		$736K Buy
18,832
+3,808
+25% +$139K ﹤0.01% 1415
2023
Q3 		$517K Buy
15,024
+543
+4% +$20K ﹤0.01% 1483
2023
Q2 		$585K Sell
14,481
-442
-3% -$18K ﹤0.01% 1383
2023
Q1 		$581K Buy
14,923
+7,542
+102% +$307K ﹤0.01% 1312
2022
Q4 		$294K Buy
+7,381
New +$320K ﹤0.01% 1340

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Corient Private Wealth's TRP Position: Q2 2026 in Review

Corient Private Wealth reduced its TC Energy (TRP) stake by 2.5% in Q2 2026, selling an estimated $56.3K and leaving 32,651 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Corient Private Wealth first reported a position in TRP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q4 2025. 705 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Corient Private Wealth held 32,651 shares of TC Energy worth $2.16M as of Q2 2026.
  • Corient Private Wealth sold 852 TC Energy shares in Q2 2026, an estimated $56.3K.
  • TC Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1350 holding.
  • Corient Private Wealth first reported a position in TC Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's TC Energy position peaked at $2.58M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.