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 $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

Creative Planning's TRP Position: Q2 2026 in Review

Creative Planning increased its TC Energy (TRP) stake by 5.7% in Q2 2026, buying an estimated $204K and bringing the position to 57,434 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Creative Planning first reported a position in TRP in Q2 2013 and has held it in 53 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Creative Planning held 57,434 shares of TC Energy worth $3.81M as of Q2 2026.
  • Creative Planning bought 3,090 TC Energy shares in Q2 2026, an estimated $204K.
  • TC Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1613 holding.
  • Creative Planning first reported a position in TC Energy in Q2 2013 and has held it in 53 quarters since.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.