FSM Wealth Advisors’s TC Energy TRP Stock Holding History

FSM 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	$419K	Buy	6,322 +101	+2%	+$6.68K	0.04%	209
2026 Q1	$389K	Sell	6,221 -192	-3%	-$11.6K	0.05%	198
2025 Q4	$353K	Buy	6,413 +412	+7%	+$22K	0.05%	211
2025 Q3	$326K	Buy	6,001 +455	+8%	+$22.8K	0.05%	224
2025 Q2	$263K	Buy	5,546 +394	+8%	+$19.3K	0.04%	233
2025 Q1	$243K	Buy	5,152 +432	+9%	+$20.1K	0.05%	181
2024 Q4	$218K	Buy	4,720 +50	+1%	+$2.37K	0.05%	174
2024 Q3	$222K	Buy	+4,670	New	+$203K	0.06%	172

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

FSM Wealth Advisors increased its TC Energy (TRP) stake by 1.6% in Q2 2026, buying an estimated $6.68K and bringing the position to 6,322 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #209.

FSM Wealth Advisors first reported a position in TRP in Q3 2024 and has held it in 8 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

FSM Wealth Advisors held 6,322 shares of TC Energy worth $419K as of Q2 2026.
FSM Wealth Advisors bought 101 TC Energy shares in Q2 2026, an estimated $6.68K.
TC Energy made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #209 holding.
FSM Wealth Advisors first reported a position in TC Energy in Q3 2024 and has held it in 8 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.