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
Q2 		– Sell
-3,480
Closed -$218K – 857
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

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

Daymark Wealth Partners's TRP Position: Q2 2026 in Review

Daymark Wealth Partners sold out of TC Energy (TRP) in Q2 2026, closing a stake of 3,480 shares — an estimated $218K sold.

Daymark Wealth Partners first reported a position in TRP in Q3 2025 and held it in 3 quarters. The position peaked at $218K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Daymark Wealth Partners reported no remaining TC Energy position as of Q2 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 3,480 TC Energy shares in Q2 2026, an estimated $218K.
  • Daymark Wealth Partners first reported a position in TC Energy in Q3 2025 and held it in 3 quarters.
  • Daymark Wealth Partners's TC Energy position peaked at $218K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.