EWP
TRP icon

Elevation Wealth Partners’s TC Energy TRP Stock Holding History

Elevation 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
Q3 		$3.35K Hold
58
– – ﹤0.01% 1171
2026
Q2 		$3.85K Buy
+58
New +$3.83K ﹤0.01% 1078

Other funds holding TRP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 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
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
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

Elevation Wealth Partners's TRP Position: Q3 2026 in Review

Elevation Wealth Partners held its TC Energy (TRP) position steady in Q3 2026 at 58 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Elevation Wealth Partners first reported a position in TRP in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.85K in Q2 2026. 22 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Elevation Wealth Partners held 58 shares of TC Energy worth $3.35K as of Q3 2026.
  • Elevation Wealth Partners left its TC Energy share count unchanged in Q3 2026.
  • TC Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1171 holding.
  • Elevation Wealth Partners first reported a position in TC Energy in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's TC Energy position peaked at $3.85K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.