EWA
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EverSource Wealth Advisors’s TC Energy TRP Stock Holding History

EverSource 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 		$202K Sell
3,050
-1,083
-26% -$71.6K 0.01% 996
2026
Q1 		$259K Sell
4,133
-90
-2% -$5.43K 0.01% 917
2025
Q4 		$232K Buy
4,223
+232
+6% +$12.4K 0.01% 878
2025
Q3 		$217K Buy
3,991
+285
+8% +$14.3K 0.01% 867
2025
Q2 		$181K Buy
3,706
+1,243
+50% +$61K 0.01% 904
2025
Q1 		$116K Buy
2,463
+334
+16% +$15.6K 0.01% 855
2024
Q4 		$99.1K Sell
2,129
-27
-1% -$1.28K 0.01% 900
2024
Q3 		$103K Sell
2,156
-264
-11% -$11.5K 0.01% 780
2024
Q2 		$103K Sell
2,420
-36
-1% -$1.36K 0.01% 787
2024
Q1 		$88.1K Buy
2,456
+5
+0.2% +$197 0.01% 757
2023
Q4 		$95.8K Buy
2,451
+136
+6% +$4.96K 0.01% 655
2023
Q3 		$79.7K Buy
2,315
+288
+14% +$10.6K 0.01% 650
2023
Q2 		$81.9K Sell
2,027
-14
-0.7% -$572 0.01% 652
2023
Q1 		$79.4K Buy
2,041
+131
+7% +$5.33K 0.01% 627
2022
Q4 		$76.1K Sell
1,910
-165
-8% -$7.16K 0.01% 604
2022
Q3 		$83K Buy
2,075
+425
+26% +$21.1K 0.02% 487
2022
Q2 		$86K Buy
1,650
+167
+11% +$9.32K 0.02% 420
2022
Q1 		$83K Buy
1,483
+1,289
+664% +$67.8K 0.02% 369
2021
Q4 		$9K Buy
+194
New +$9.59K ﹤0.01% 1021

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

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

EverSource Wealth Advisors reduced its TC Energy (TRP) stake by 26% in Q2 2026, selling an estimated $71.6K and leaving 3,050 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #996.

EverSource Wealth Advisors first reported a position in TRP in Q4 2021 and has held it in 19 quarters since. The position peaked at $259K in Q1 2026. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • EverSource Wealth Advisors held 3,050 shares of TC Energy worth $202K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,083 TC Energy shares in Q2 2026, an estimated $71.6K.
  • TC Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #996 holding.
  • EverSource Wealth Advisors first reported a position in TC Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's TC Energy position peaked at $259K in Q1 2026.
  • 701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.