Icon Wealth Advisors’s TC Energy TRP Stock Holding History

Icon 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	$825K	Buy	12,448 +19	+0.2%	+$1.26K	0.05%	208
2026 Q1	$795K	Sell	12,429 -12	-0.1%	-$724	0.05%	199
2025 Q4	$684K	Buy	12,441 +78	+0.6%	+$4.16K	0.05%	220
2025 Q3	$673K	Sell	12,363 -96	-0.8%	-$4.82K	0.05%	225
2025 Q2	$608K	Buy	12,459 +279	+2%	+$13.7K	0.04%	233
2025 Q1	$575K	Sell	12,180 -791	-6%	-$36.9K	0.05%	200
2024 Q4	$604K	Buy	12,971 +492	+4%	+$23.3K	0.05%	194
2024 Q3	$593K	Sell	12,479 -11	-0.1%	-$478	0.05%	192
2024 Q2	$530K	Sell	12,490 -608	-5%	-$23.1K	0.05%	201
2024 Q1	$527K	Buy	13,098 +798	+6%	+$31.5K	0.05%	198
2023 Q4	$481K	Buy	+12,300	New	+$448K	0.05%	199
2022 Q4	$527K	Sell	13,220 -2	-0%	-$87	0.06%	189
2022 Q3	$533K	Buy	+13,222	New	+$656K	0.06%	181

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

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

Icon Wealth Advisors increased its TC Energy (TRP) stake by 0.15% in Q2 2026, buying an estimated $1.26K and bringing the position to 12,448 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #208.

Icon Wealth Advisors first reported a position in TRP in Q3 2022 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Icon Wealth Advisors held 12,448 shares of TC Energy worth $825K as of Q2 2026.
Icon Wealth Advisors bought 19 TC Energy shares in Q2 2026, an estimated $1.26K.
TC Energy made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Icon Wealth Advisors first reported a position in TC Energy in Q3 2022 and has held it in 13 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.