EWA
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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
Q2 		$819K Buy
+12,348
New +$816K ﹤0.01% 821
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
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

EP Wealth Advisors's TRP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in TC Energy (TRP) in Q2 2026: 12,348 shares worth $819K. The stake represents ﹤0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in TRP as recently as Q4 2025.

EP Wealth Advisors first reported a position in TRP in Q4 2025 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • EP Wealth Advisors held 12,348 shares of TC Energy worth $819K as of Q2 2026.
  • TC Energy was a new EP Wealth Advisors position in Q2 2026.
  • TC Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #821 holding.
  • EP Wealth Advisors first reported a position in TC Energy in Q4 2025 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.