DBFM
TRP icon

Dickmeyer Boyce Financial Management’s TC Energy TRP Stock Holding History

Dickmeyer Boyce Financial Management’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 		$545K Sell
9,435
-281
-3% -$18.1K 0.28% 80
2026
Q2 		$644K Sell
9,716
-357
-4% -$23.6K 0.33% 73
2026
Q1 		$631K Buy
+10,073
New +$608K 0.37% 68

Other funds holding TRP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Dickmeyer Boyce Financial Management's TRP Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its TC Energy (TRP) stake by 2.9% in Q3 2026, selling an estimated $18.1K and leaving 9,435 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #80.

Dickmeyer Boyce Financial Management first reported a position in TRP in Q1 2026 and has held it in 3 quarters since. The position peaked at $644K in Q2 2026. 18 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 9,435 shares of TC Energy worth $545K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 281 TC Energy shares in Q3 2026, an estimated $18.1K.
  • TC Energy made up 0.28% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #80 holding.
  • Dickmeyer Boyce Financial Management first reported a position in TC Energy in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's TC Energy position peaked at $644K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.