CX Institutional’s TC Energy TRP Stock Holding History

CX Institutional’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	$20K	Hold	350	–	–	﹤0.01%	1235
2026 Q2	$23K	Hold	350	–	–	﹤0.01%	1149
2026 Q1	$22K	Sell	350 -123	-26%	-$7.42K	﹤0.01%	1110
2025 Q4	$26K	Buy	473 +180	+61%	+$9.6K	﹤0.01%	1076
2025 Q3	$16K	Hold	293	–	–	﹤0.01%	1131
2025 Q2	$14K	Hold	293	–	–	﹤0.01%	1006
2025 Q1	$14K	Buy	+293	New	+$13.7K	﹤0.01%	986

Other funds holding TRP

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CX Institutional's TRP Position: Q3 2026 in Review

CX Institutional held its TC Energy (TRP) position steady in Q3 2026 at 350 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

CX Institutional first reported a position in TRP in Q1 2025 and has held it in 7 quarters since. The position peaked at $26K in Q4 2025. 131 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

CX Institutional held 350 shares of TC Energy worth $20K as of Q3 2026.
CX Institutional left its TC Energy share count unchanged in Q3 2026.
TC Energy made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1235 holding.
CX Institutional first reported a position in TC Energy in Q1 2025 and has held it in 7 quarters since.
CX Institutional's TC Energy position peaked at $26K in Q4 2025.
131 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.