JWCA
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J.W. Cole Advisors’s TC Energy TRP Stock Holding History

J.W. Cole 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 		$343K Buy
5,181
+338
+7% +$22.4K 0.01% 1206
2026
Q1 		$303K Buy
4,843
+560
+13% +$33.8K 0.01% 625
2025
Q4 		$228K Sell
4,283
-192
-4% -$10.2K 0.01% 1235
2025
Q3 		$243K Buy
+4,475
New +$225K ﹤0.01% 1341

Other funds holding TRP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

J.W. Cole Advisors's TRP Position: Q2 2026 in Review

J.W. Cole Advisors increased its TC Energy (TRP) stake by 7% in Q2 2026, buying an estimated $22.4K and bringing the position to 5,181 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1206.

J.W. Cole Advisors first reported a position in TRP in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • J.W. Cole Advisors held 5,181 shares of TC Energy worth $343K as of Q2 2026.
  • J.W. Cole Advisors bought 338 TC Energy shares in Q2 2026, an estimated $22.4K.
  • TC Energy made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1206 holding.
  • J.W. Cole Advisors first reported a position in TC Energy in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.