Independent Solutions Wealth Management’s TC Energy TRP Stock Holding History

Independent Solutions Wealth Management’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	$265K	Hold	4,000	–	–	0.03%	175
2026 Q1	$250K	Hold	4,000	–	–	0.04%	172
2025 Q4	$220K	Hold	4,000	–	–	0.04%	159
2025 Q3	$218K	Buy	+4,000	New	+$201K	0.04%	168
2022 Q3	–	Sell	-4,129	Closed	-$214K	–	226
2022 Q2	$214K	Buy	4,129 +129	+3%	+$7.2K	0.07%	204
2022 Q1	$226K	Buy	+4,000	New	+$210K	0.05%	201
2020 Q1	–	Sell	-4,000	Closed	-$213K	–	154
2019 Q4	$213K	Buy	+4,000	New	+$205K	0.09%	153

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

Independent Solutions Wealth Management's TRP Position: Q2 2026 in Review

Independent Solutions Wealth Management held its TC Energy (TRP) position steady in Q2 2026 at 4,000 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #175.

Independent Solutions Wealth Management first reported a position in TRP in Q4 2019 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Independent Solutions Wealth Management held 4,000 shares of TC Energy worth $265K as of Q2 2026.
Independent Solutions Wealth Management left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #175 holding.
Independent Solutions Wealth Management first reported a position in TC Energy in Q4 2019 and has held it in 7 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.