DWP
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Daymark Wealth Partners’s TC Energy TRP Stock Holding History

Daymark Wealth Partners’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
Q1 		$218K Sell
3,480
-340
-9% -$20.5K 0.01% 688
2025
Q4 		$210K Sell
3,820
-100
-3% -$5.33K 0.01% 579
2025
Q3 		$213K Buy
+3,920
New +$197K 0.01% 580

Other funds holding TRP

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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

Daymark Wealth Partners's TRP Position: Q1 2026 in Review

Daymark Wealth Partners reduced its TC Energy (TRP) stake by 8.9% in Q1 2026, selling an estimated $20.5K and leaving 3,480 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #688.

Daymark Wealth Partners first reported a position in TRP in Q3 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Daymark Wealth Partners held 3,480 shares of TC Energy worth $218K as of Q1 2026.
  • Daymark Wealth Partners sold 340 TC Energy shares in Q1 2026, an estimated $20.5K.
  • TC Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #688 holding.
  • Daymark Wealth Partners first reported a position in TC Energy in Q3 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.