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 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 $570B AUM 27.57% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Icon Wealth Advisors's TRP Position: Q1 2026 in Review

Icon Wealth Advisors reduced its TC Energy (TRP) stake by 0.1% in Q1 2026, selling an estimated $724 and leaving 12,429 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #199.

Icon Wealth Advisors first reported a position in TRP in Q3 2022 and has held it in 12 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Icon Wealth Advisors held 12,429 shares of TC Energy worth $795K as of Q1 2026.
Icon Wealth Advisors sold 12 TC Energy shares in Q1 2026, an estimated $724.
TC Energy made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #199 holding.
Icon Wealth Advisors first reported a position in TC Energy in Q3 2022 and has held it in 12 quarters since.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.