Diversified Trust’s TC Energy TRP Stock Holding History

Diversified Trust’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	$309K	Sell	4,660 -771	-14%	-$51K	0.01%	904
2026 Q1	$340K	Sell	5,431 -170	-3%	-$10.3K	0.01%	807
2025 Q4	$308K	Buy	+5,601	New	+$299K	0.01%	820
2020 Q1	–	Sell	-4,607	Closed	-$246K	–	482
2019 Q4	$246K	Sell	4,607 -1,272	-22%	-$65.2K	0.01%	380
2019 Q3	$304K	Buy	+5,879	New	+$294K	0.01%	268

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

Diversified Trust's TRP Position: Q2 2026 in Review

Diversified Trust reduced its TC Energy (TRP) stake by 14% in Q2 2026, selling an estimated $51K and leaving 4,660 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #904.

Diversified Trust first reported a position in TRP in Q3 2019 and has held it in 5 quarters since. The position peaked at $340K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Diversified Trust held 4,660 shares of TC Energy worth $309K as of Q2 2026.
Diversified Trust sold 771 TC Energy shares in Q2 2026, an estimated $51K.
TC Energy made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #904 holding.
Diversified Trust first reported a position in TC Energy in Q3 2019 and has held it in 5 quarters since.
Diversified Trust's TC Energy position peaked at $340K in Q1 2026.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.