Creative Planning’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 | $3.4M | Buy |
54,344
+44
| +0.1% | +$2.65K | ﹤0.01% | 1475 |
|
|
2025
Q4 | $2.99M | Sell |
54,300
-2,937
| -5% | -$157K | ﹤0.01% | 1381 |
|
|
2025
Q3 | $3.11M | Buy |
57,237
+4,268
| +8% | +$214K | ﹤0.01% | 1190 |
|
|
2025
Q2 | $2.58M | Buy |
52,969
+5,703
| +12% | +$280K | ﹤0.01% | 1128 |
|
|
2025
Q1 | $2.23M | Sell |
47,266
-815
| -2% | -$38K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $2.24M | Buy |
48,081
+1,302
| +3% | +$61.6K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $2.22M | Buy |
46,779
+1,829
| +4% | +$79.5K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $1.7M | Sell |
44,950
-3,073
| -6% | -$117K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $1.93M | Buy |
48,023
+2,633
| +6% | +$104K | ﹤0.01% | 973 |
|
|
2023
Q4 | $1.77M | Sell |
45,390
-6,828
| -13% | -$249K | ﹤0.01% | 958 |
|
|
2023
Q3 | $1.8M | Buy |
52,218
+17,245
| +49% | +$635K | ﹤0.01% | 892 |
|
|
2023
Q2 | $1.41M | Buy |
34,973
+16,327
| +88% | +$667K | ﹤0.01% | 969 |
|
|
2023
Q1 | $726K | Sell |
18,646
-3,879
| -17% | -$158K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $898K | Buy |
22,525
+1,441
| +7% | +$62.5K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $849K | Buy |
21,084
+5,502
| +35% | +$273K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $807K | Buy |
15,582
+775
| +5% | +$43.3K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $835K | Buy |
14,807
+2,792
| +23% | +$147K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $559K | Sell |
12,015
-1,742
| -13% | -$86.1K | ﹤0.01% | 1246 |
|
|
2021
Q3 | $662K | Buy |
13,757
+1,978
| +17% | +$95.9K | ﹤0.01% | 1146 |
|
|
2021
Q2 | $583K | Sell |
11,779
-5,010
| -30% | -$251K | ﹤0.01% | 1189 |
|
|
2021
Q1 | $768K | Buy |
16,789
+7,709
| +85% | +$342K | ﹤0.01% | 1185 |
|
|
2020
Q4 | $370K | Buy |
9,080
+57
| +0.6% | +$2.43K | ﹤0.01% | 1488 |
|
|
2020
Q3 | $379K | Sell |
9,023
-121
| -1% | -$5.54K | ﹤0.01% | 1276 |
|
|
2020
Q2 | $392K | Sell |
9,144
-829
| -8% | -$37.2K | ﹤0.01% | 1163 |
|
|
2020
Q1 | $442K | Sell |
9,973
-2,074
| -17% | -$105K | ﹤0.01% | 1008 |
|
|
2019
Q4 | $642K | Sell |
12,047
-203
| -2% | -$10.4K | ﹤0.01% | 982 |
|
|
2019
Q3 | $634K | Buy |
12,250
+2,559
| +26% | +$128K | ﹤0.01% | 948 |
|
|
2019
Q2 | $480K | Sell |
9,691
-727
| -7% | -$34.9K | ﹤0.01% | 1101 |
|
|
2019
Q1 | $468K | Buy |
10,418
+77
| +0.7% | +$3.31K | ﹤0.01% | 1068 |
|
|
2018
Q4 | $369K | Buy |
10,341
+270
| +3% | +$10.7K | ﹤0.01% | 1111 |
|
|
2018
Q3 | $407K | Buy |
10,071
+1,290
| +15% | +$55.9K | ﹤0.01% | 1213 |
|
|
2018
Q2 | $379K | Buy |
8,781
+623
| +8% | +$26.5K | ﹤0.01% | 1233 |
|
|
2018
Q1 | $337K | Sell |
8,158
-1,941
| -19% | -$87.1K | ﹤0.01% | 1285 |
|
|
2017
Q4 | $491K | Sell |
10,099
-1,918
| -16% | -$93.7K | ﹤0.01% | 1078 |
|
|
2017
Q3 | $594K | Buy |
12,017
+569
| +5% | +$28.6K | ﹤0.01% | 970 |
|
|
2017
Q2 | $546K | Sell |
11,448
-883
| -7% | -$41.5K | ﹤0.01% | 971 |
|
|
2017
Q1 | $569K | Buy |
12,331
+1,120
| +10% | +$52.2K | ﹤0.01% | 923 |
|
|
2016
Q4 | $506K | Buy |
11,211
+1,858
| +20% | +$84.4K | ﹤0.01% | 917 |
|
|
2016
Q3 | $445K | Buy |
9,353
+506
| +6% | +$23.6K | ﹤0.01% | 955 |
|
|
2016
Q2 | $400K | Sell |
8,847
-2,543
| -22% | -$105K | ﹤0.01% | 891 |
|
|
2016
Q1 | $448K | Sell |
11,390
-1,827
| -14% | -$64K | ﹤0.01% | 797 |
|
|
2015
Q4 | $431K | Sell |
13,217
-859
| -6% | -$28.4K | ﹤0.01% | 837 |
|
|
2015
Q3 | $445K | Buy |
14,076
+4,061
| +41% | +$146K | ﹤0.01% | 786 |
|
|
2015
Q2 | $407K | Sell |
10,015
-660
| -6% | -$29K | ﹤0.01% | 719 |
|
|
2015
Q1 | $456K | Buy |
10,675
+2,817
| +36% | +$126K | ﹤0.01% | 778 |
|
|
2014
Q4 | $386K | Buy |
7,858
+254
| +3% | +$12.3K | ﹤0.01% | 801 |
|
|
2014
Q3 | $392K | Buy |
7,604
+1,128
| +17% | +$58.3K | ﹤0.01% | 750 |
|
|
2014
Q2 | $309K | Sell |
6,476
-4,705
| -42% | -$220K | ﹤0.01% | 827 |
|
|
2014
Q1 | $509K | Sell |
11,181
-2,849
| -20% | -$126K | 0.01% | 610 |
|
|
2013
Q4 | $641K | Buy |
14,030
+8,582
| +158% | +$382K | 0.01% | 448 |
|
|
2013
Q3 | $239K | Buy |
5,448
+1,119
| +26% | +$49.8K | ﹤0.01% | 694 |
|
|
2013
Q2 | $187K | Buy |
+4,329
| New | +$204K | ﹤0.01% | 701 |
|
Other funds holding TRP
VCM
Creative Planning's TRP Position: Q1 2026 in Review
Creative Planning increased its TC Energy (TRP) stake by 0.08% in Q1 2026, buying an estimated $2.65K and bringing the position to 54,344 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.
Creative Planning first reported a position in TRP in Q2 2013 and has held it in 52 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.
- Creative Planning held 54,344 shares of TC Energy worth $3.4M as of Q1 2026.
- Creative Planning bought 44 TC Energy shares in Q1 2026, an estimated $2.65K.
- TC Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1475 holding.
- Creative Planning first reported a position in TC Energy in Q2 2013 and has held it in 52 quarters since.
- 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.