Essex Financial Services’s TC Energy TRP Stock Holding History

Essex Financial Services’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	$235K	Buy	3,553 +5	+0.1%	+$331	0.01%	733
2026 Q1	$222K	Sell	3,548 -205	-5%	-$12.4K	0.01%	720
2025 Q4	$207K	Buy	3,753 +3	+0.1%	+$160	0.01%	749
2025 Q3	$204K	Buy	+3,750	New	+$188K	0.01%	717
2022 Q4	–	Sell	-6,343	Closed	-$256K	–	496
2022 Q3	$256K	Sell	6,343 -727	-10%	-$36K	0.03%	373
2022 Q2	$366K	Buy	7,070 +584	+9%	+$32.6K	0.04%	319
2022 Q1	$366K	Buy	6,486 +654	+11%	+$34.4K	0.04%	334
2021 Q4	$271K	Buy	5,832 +501	+9%	+$24.8K	0.03%	389
2021 Q3	$256K	Buy	5,331 +641	+14%	+$31.1K	0.03%	382
2021 Q2	$215K	Hold	4,690	–	–	0.03%	420
2021 Q1	$215K	Buy	+4,690	New	+$208K	0.04%	329
2015 Q4	–	Sell	-9,062	Closed	-$286K	–	331
2015 Q3	$286K	Buy	9,062 +1,312	+17%	+$47.1K	0.07%	240
2015 Q2	$315K	Buy	7,750 +1,130	+17%	+$49.7K	0.08%	231
2015 Q1	$283K	Sell	6,620 -300	-4%	-$13.4K	0.07%	250
2014 Q4	$340K	Buy	+6,920	New	+$335K	0.09%	220

Other funds holding TRP

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Essex Financial Services's TRP Position: Q2 2026 in Review

Essex Financial Services increased its TC Energy (TRP) stake by 0.14% in Q2 2026, buying an estimated $331 and bringing the position to 3,553 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #733.

Essex Financial Services first reported a position in TRP in Q4 2014 and has held it in 15 quarters since. The position peaked at $366K in Q2 2022. 442 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Essex Financial Services held 3,553 shares of TC Energy worth $235K as of Q2 2026.
Essex Financial Services bought 5 TC Energy shares in Q2 2026, an estimated $331.
TC Energy made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #733 holding.
Essex Financial Services first reported a position in TC Energy in Q4 2014 and has held it in 15 quarters since.
Essex Financial Services's TC Energy position peaked at $366K in Q2 2022.
442 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.