Financial Advocates Investment Management’s TC Energy TRP Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-5,385	Closed	-$254K	–	773
2025 Q1	$254K	Sell	5,385 -959	-15%	-$44.7K	0.02%	603
2024 Q4	$295K	Sell	6,344 -606	-9%	-$28.7K	0.02%	599
2024 Q3	$331K	Buy	6,950 +501	+8%	+$21.8K	0.02%	575
2024 Q2	$244K	Sell	6,449 -413	-6%	-$15.7K	0.02%	625
2024 Q1	$276K	Buy	6,862 +741	+12%	+$29.2K	0.02%	616
2023 Q4	$240K	Buy	6,121 +316	+5%	+$11.5K	0.02%	642
2023 Q3	$200K	Sell	5,805 -408	-7%	-$15K	0.01%	657
2023 Q2	$251K	Buy	+6,213	New	+$254K	0.02%	570
2022 Q4	–	Sell	-5,067	Closed	-$435K	–	867
2022 Q3	$435K	Buy	+5,067	New	+$251K	0.04%	449

Other funds holding TRP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Financial Advocates Investment Management's TRP Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of TC Energy (TRP) in Q2 2025, closing a stake of 5,385 shares — an estimated $254K sold.

Financial Advocates Investment Management first reported a position in TRP in Q3 2022 and held it in 9 quarters. The position peaked at $435K in Q3 2022. 608 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

Financial Advocates Investment Management reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,385 TC Energy shares in Q2 2025, an estimated $254K.
Financial Advocates Investment Management first reported a position in TC Energy in Q3 2022 and held it in 9 quarters.
Financial Advocates Investment Management's TC Energy position peaked at $435K in Q3 2022.
608 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.