CPG
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Cornerstone Planning Group’s TC Energy TRP Stock Holding History

Cornerstone Planning Group’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 		$32K Buy
458
+332
+263% +$22K ﹤0.01% 522
2026
Q1 		$8.35K Buy
126
+16
+15% +$965 ﹤0.01% 953
2025
Q4 		$6.4K Buy
110
+71
+182% +$3.79K ﹤0.01% 910
2025
Q3 		$1.63K Sell
39
-26
-40% -$1.3K ﹤0.01% 1206
2025
Q2 		$3.18K Sell
65
-115
-64% -$5.64K ﹤0.01% 834
2025
Q1 		$8.79K Buy
180
+9
+5% +$420 ﹤0.01% 606
2024
Q4 		$7.8K Sell
171
-12
-7% -$567 ﹤0.01% 482
2024
Q3 		$8.46K Buy
183
+21
+13% +$913 ﹤0.01% 450
2024
Q2 		$6.83K Buy
162
+47
+41% +$1.78K ﹤0.01% 514
2024
Q1 		$4.32K Hold
115
– – ﹤0.01% 539
2023
Q4 		$4.48K Hold
115
– – ﹤0.01% 541
2023
Q3 		$3.95K Sell
115
-96
-45% -$3.53K ﹤0.01% 560
2023
Q2 		$8.54K Buy
+211
New +$8.61K ﹤0.01% 728
2022
Q4 		$8.07K Buy
+187
New +$8.11K ﹤0.01% 707

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

Cornerstone Planning Group's TRP Position: Q2 2026 in Review

Cornerstone Planning Group increased its TC Energy (TRP) stake by 263% in Q2 2026, buying an estimated $22K and bringing the position to 458 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Cornerstone Planning Group first reported a position in TRP in Q4 2022 and has held it in 14 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Cornerstone Planning Group held 458 shares of TC Energy worth $32K as of Q2 2026.
  • Cornerstone Planning Group bought 332 TC Energy shares in Q2 2026, an estimated $22K.
  • TC Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #522 holding.
  • Cornerstone Planning Group first reported a position in TC Energy in Q4 2022 and has held it in 14 quarters since.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.