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Glass Jacobson Investment Advisors’s TC Energy TRP Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-31
Closed -$1.44K – 831
2025
Q1 		$1.44K Hold
31
– – ﹤0.01% 775
2024
Q4 		$1.44K Buy
+31
New +$1.47K ﹤0.01% 775

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Glass Jacobson Investment Advisors's TRP Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of TC Energy (TRP) in Q2 2025, closing a stake of 31 shares — an estimated $1.44K sold.

Glass Jacobson Investment Advisors first reported a position in TRP in Q4 2024 and held it in 2 quarters. The position peaked at $1.44K in Q1 2025. 607 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 31 TC Energy shares in Q2 2025, an estimated $1.44K.
  • Glass Jacobson Investment Advisors first reported a position in TC Energy in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's TC Energy position peaked at $1.44K in Q1 2025.
  • 607 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.