JFS Wealth Advisors’s TC Energy TRP Stock Holding History

JFS 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 Q2	$12.1K	Buy	183 +22	+14%	+$1.46K	﹤0.01%	932
2026 Q1	$10.1K	Sell	161 -129	-44%	-$7.78K	﹤0.01%	946
2025 Q4	$16K	Hold	290	–	–	﹤0.01%	818
2025 Q3	$15.8K	Hold	290	–	–	﹤0.01%	747
2025 Q2	$14.2K	Hold	290	–	–	﹤0.01%	751
2025 Q1	$13.7K	Hold	290	–	–	﹤0.01%	771
2024 Q4	$13.5K	Hold	290	–	–	﹤0.01%	765
2024 Q3	$13.8K	Hold	290	–	–	﹤0.01%	742
2024 Q2	$11K	Hold	290	–	–	﹤0.01%	772
2024 Q1	$11.7K	Buy	290 +95	+49%	+$3.75K	﹤0.01%	771
2023 Q4	$7.62K	Sell	195 -398	-67%	-$14.5K	﹤0.01%	880
2023 Q3	$20.4K	Sell	593 -177	-23%	-$6.51K	﹤0.01%	544
2023 Q2	$31.1K	Buy	770 +225	+41%	+$9.19K	﹤0.01%	444
2023 Q1	$21.2K	Buy	545 +230	+73%	+$9.36K	﹤0.01%	524
2022 Q4	$12.6K	Buy	315 +6	+2%	+$260	﹤0.01%	632
2022 Q3	$12K	Sell	309 -174	-36%	-$8.63K	﹤0.01%	687
2022 Q2	$25K	Buy	483 +181	+60%	+$10.1K	﹤0.01%	545
2022 Q1	$17K	Buy	302 +245	+430%	+$12.9K	﹤0.01%	651
2021 Q4	$3K	Buy	+57	New	+$2.82K	﹤0.01%	996

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

JFS Wealth Advisors's TRP Position: Q2 2026 in Review

JFS Wealth Advisors increased its TC Energy (TRP) stake by 14% in Q2 2026, buying an estimated $1.46K and bringing the position to 183 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

JFS Wealth Advisors first reported a position in TRP in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.1K in Q2 2023. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

JFS Wealth Advisors held 183 shares of TC Energy worth $12.1K as of Q2 2026.
JFS Wealth Advisors bought 22 TC Energy shares in Q2 2026, an estimated $1.46K.
TC Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #932 holding.
JFS Wealth Advisors first reported a position in TC Energy in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's TC Energy position peaked at $31.1K in Q2 2023.
702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.