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Evolution Wealth Management’s TC Energy TRP Stock Holding History

Evolution Wealth Management’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 		$16.6K Sell
251
-55
-18% -$3.64K 0.01% 491
2026
Q1 		$19.2K Buy
306
+251
+456% +$15.1K 0.01% 425
2025
Q4 		$3.03K Buy
+55
New +$2.93K ﹤0.01% 606

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

Evolution Wealth Management's TRP Position: Q2 2026 in Review

Evolution Wealth Management reduced its TC Energy (TRP) stake by 18% in Q2 2026, selling an estimated $3.64K and leaving 251 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #491.

Evolution Wealth Management first reported a position in TRP in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.2K in Q1 2026. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Evolution Wealth Management held 251 shares of TC Energy worth $16.6K as of Q2 2026.
  • Evolution Wealth Management sold 55 TC Energy shares in Q2 2026, an estimated $3.64K.
  • TC Energy made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Evolution Wealth Management first reported a position in TC Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's TC Energy position peaked at $19.2K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.