Integrated Wealth Concepts’s TC Energy TRP Stock Holding History

Integrated Wealth Concepts’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	$1.43M	Sell	21,524 -1,200	-5%	-$79.3K	0.01%	1011
2026 Q1	$1.42M	Buy	+22,724	New	+$1.37M	0.01%	918
2025 Q4	–	Sell	-26,986	Closed	-$1.47M	–	2019
2025 Q3	$1.47M	Sell	26,986 -308	-1%	-$15.5K	0.01%	801
2025 Q2	$1.33M	Sell	27,294 -5,231	-16%	-$257K	0.01%	781
2025 Q1	$1.54M	Sell	32,525 -4,475	-12%	-$209K	0.02%	652
2024 Q4	$1.72M	Sell	37,000 -2,027	-5%	-$95.9K	0.02%	611
2024 Q3	$1.86M	Sell	39,027 -2,157	-5%	-$93.7K	0.02%	567
2024 Q2	$1.56M	Sell	41,184 -476	-1%	-$18.1K	0.02%	589
2024 Q1	$1.67M	Sell	41,660 -1,277	-3%	-$50.4K	0.02%	575
2023 Q4	$1.68M	Sell	42,937 -3,374	-7%	-$123K	0.03%	543
2023 Q3	$1.59M	Sell	46,311 -795	-2%	-$29.3K	0.03%	523
2023 Q2	$1.9M	Buy	47,106 +356	+0.8%	+$14.5K	0.03%	479
2023 Q1	$1.82M	Buy	+46,750	New	+$1.9M	0.04%	446

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

Integrated Wealth Concepts's TRP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its TC Energy (TRP) stake by 5.3% in Q2 2026, selling an estimated $79.3K and leaving 21,524 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1011.

Integrated Wealth Concepts first reported a position in TRP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.9M in Q2 2023. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Integrated Wealth Concepts held 21,524 shares of TC Energy worth $1.43M as of Q2 2026.
Integrated Wealth Concepts sold 1,200 TC Energy shares in Q2 2026, an estimated $79.3K.
TC Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1011 holding.
Integrated Wealth Concepts first reported a position in TC Energy in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's TC Energy position peaked at $1.9M in Q2 2023.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.