Creative Planning
TRP icon

Creative Planning’s TC Energy TRP Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-3,000
Closed -$1K – 4836
2016
Q3 		$1K Hold
3,000
– – ﹤0.01% 4442
2016
Q2 		$4K Buy
+3,000
New +$124K ﹤0.01% 3779

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.