Corient Private Wealth’s TC Energy TRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.08M Sell
33,503
-59,959
-64% -$3.62M ﹤0.01% 1246
2025
Q4
$5.11M Buy
93,462
+61,391
+191% +$3.28M ﹤0.01% 1043
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

Corient Private Wealth's TRP Position: Q1 2026 in Review

Corient Private Wealth reduced its TC Energy (TRP) stake by 64% in Q1 2026, selling an estimated $3.62M and leaving 33,503 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Corient Private Wealth first reported a position in TRP in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.11M in Q4 2025. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Corient Private Wealth held 33,503 shares of TC Energy worth $2.08M as of Q1 2026.
  • Corient Private Wealth sold 59,959 TC Energy shares in Q1 2026, an estimated $3.62M.
  • TC Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1246 holding.
  • Corient Private Wealth first reported a position in TC Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's TC Energy position peaked at $5.11M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.