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Institute for Wealth Management’s TC Energy TRP Stock Holding History

Institute for 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 		$15K Buy
+226
New +$14.9K ﹤0.01% 1217
2013
Q3 		– Sell
-100
Closed -$4K – 113
2013
Q2 		$4K Buy
+100
New +$4.72K ﹤0.01% 105

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Institute for Wealth Management's TRP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in TC Energy (TRP) in Q2 2026: 226 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TRP as recently as Q2 2013.

Institute for Wealth Management first reported a position in TRP in Q2 2013 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Institute for Wealth Management held 226 shares of TC Energy worth $15K as of Q2 2026.
  • TC Energy was a new Institute for Wealth Management position in Q2 2026.
  • TC Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • Institute for Wealth Management first reported a position in TC Energy in Q2 2013 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.