Cornerstone Planning Group
TRP icon

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
Q3 		– Sell
-458
Closed -$32K – 1577
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 		$8.08K Buy
+187
New +$8.11K ﹤0.01% 707

Other funds holding TRP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Cornerstone Planning Group's TRP Position: Q3 2026 in Review

Cornerstone Planning Group sold out of TC Energy (TRP) in Q3 2026, closing a stake of 458 shares — an estimated $32K sold.

Cornerstone Planning Group first reported a position in TRP in Q4 2022 and held it in 14 quarters. The position peaked at $32K in Q2 2026. 119 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TC Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 458 TC Energy shares in Q3 2026, an estimated $32K.
  • Cornerstone Planning Group first reported a position in TC Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's TC Energy position peaked at $32K in Q2 2026.
  • 119 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.