Kestra Advisory Services’s TC Energy TRP Stock Holding History

Kestra Advisory Services’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 Q1	$1.06M	Sell	16,974 -1,872	-10%	-$113K	﹤0.01%	1688
2025 Q4	$1.04M	Buy	18,846 +3,326	+21%	+$177K	﹤0.01%	1627
2025 Q3	$844K	Buy	15,520 +1,120	+8%	+$56.2K	﹤0.01%	1699
2025 Q2	$703K	Buy	14,400 +5,951	+70%	+$292K	﹤0.01%	1729
2025 Q1	$399K	Sell	8,449 -2,259	-21%	-$105K	﹤0.01%	1973
2024 Q4	$498K	Buy	10,708 +4,955	+86%	+$234K	﹤0.01%	1874
2024 Q3	$274K	Buy	5,753 +254	+5%	+$11K	﹤0.01%	2151
2024 Q2	$208K	Buy	+5,499	New	+$209K	﹤0.01%	2380
2024 Q1	–	Sell	-5,267	Closed	-$206K	–	2529
2023 Q4	$206K	Buy	+5,267	New	+$192K	﹤0.01%	2094
2023 Q2	–	Sell	-6,372	Closed	-$248K	–	2189
2023 Q1	$248K	Sell	6,372 -11,673	-65%	-$475K	﹤0.01%	1689
2022 Q4	$719K	Buy	18,045 +2,415	+15%	+$105K	0.01%	1205
2022 Q3	$630K	Buy	15,630 +780	+5%	+$38.7K	0.01%	1190
2022 Q2	$769K	Buy	14,850 +4,191	+39%	+$234K	0.01%	1100
2022 Q1	$601K	Sell	10,659 -1,501	-12%	-$79K	0.01%	1188
2021 Q4	$566K	Sell	12,160 -4,789	-28%	-$237K	0.01%	1254
2021 Q3	$815K	Buy	16,949 +2,762	+19%	+$134K	0.01%	1125
2021 Q2	$703K	Buy	14,187 +114	+0.8%	+$5.7K	0.01%	1108
2021 Q1	$644K	Buy	14,073 +6,150	+78%	+$273K	0.01%	1078
2020 Q4	$318K	Buy	7,923 +7,850	+10,753%	+$334K	﹤0.01%	1444
2020 Q3	$200K	Buy	+73	New	+$3.34K	﹤0.01%	1295

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's TRP Position: Q1 2026 in Review

Kestra Advisory Services reduced its TC Energy (TRP) stake by 9.9% in Q1 2026, selling an estimated $113K and leaving 16,974 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Kestra Advisory Services first reported a position in TRP in Q3 2020 and has held it in 20 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Kestra Advisory Services held 16,974 shares of TC Energy worth $1.06M as of Q1 2026.
Kestra Advisory Services sold 1,872 TC Energy shares in Q1 2026, an estimated $113K.
TC Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1688 holding.
Kestra Advisory Services first reported a position in TC Energy in Q3 2020 and has held it in 20 quarters since.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.