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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CX Institutional's TRP Position: Q2 2026 in Review

CX Institutional held its TC Energy (TRP) position steady in Q2 2026 at 350 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

CX Institutional first reported a position in TRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $26K in Q4 2025. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

CX Institutional held 350 shares of TC Energy worth $23K as of Q2 2026.
CX Institutional left its TC Energy share count unchanged in Q2 2026.
TC Energy made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1149 holding.
CX Institutional first reported a position in TC Energy in Q1 2025 and has held it in 6 quarters since.
CX Institutional's TC Energy position peaked at $26K in Q4 2025.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.