EP Wealth Advisors’s TC Energy TRP Stock Holding History

EP Wealth Advisors’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	–	Sell	-4,445	Closed	-$245K	–	1598
2025 Q4	$245K	Buy	+4,445	New	+$237K	﹤0.01%	1258

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EP Wealth Advisors's TRP Position: Q1 2026 in Review

EP Wealth Advisors sold out of TC Energy (TRP) in Q1 2026, closing a stake of 4,445 shares — an estimated $245K sold.

EP Wealth Advisors first reported a position in TRP in Q4 2025 and held it in 1 quarter. The position peaked at $245K in Q4 2025. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

EP Wealth Advisors reported no remaining TC Energy position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 4,445 TC Energy shares in Q1 2026, an estimated $245K.
EP Wealth Advisors first reported a position in TC Energy in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's TC Energy position peaked at $245K in Q4 2025.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.