Global Financial Private Client’s TC Energy TRP Stock Holding History

Global Financial Private Client’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	-431	Closed	-$20.3K	–	1487
2025 Q1	$20.3K	Hold	431	–	–	0.01%	442
2024 Q4	$20.1K	Hold	431	–	–	0.01%	429
2024 Q3	$20.5K	Buy	+431	New	+$18.7K	0.01%	428
2020 Q3	–	Sell	-232	Closed	-$9.81K	–	518
2020 Q2	$9.81K	Hold	232	–	–	0.01%	338
2020 Q1	$9.47K	Hold	232	–	–	0.01%	357
2019 Q4	$12.4K	Buy	+232	New	+$11.9K	0.01%	367

Other funds holding TRP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

Global Financial Private Client's TRP Position: Q2 2025 in Review

Global Financial Private Client sold out of TC Energy (TRP) in Q2 2025, closing a stake of 431 shares — an estimated $20.3K sold.

Global Financial Private Client first reported a position in TRP in Q4 2019 and held it in 6 quarters. The position peaked at $20.5K in Q3 2024. 608 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

Global Financial Private Client reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 431 TC Energy shares in Q2 2025, an estimated $20.3K.
Global Financial Private Client first reported a position in TC Energy in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's TC Energy position peaked at $20.5K in Q3 2024.
608 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.