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 Q3	$1.36M	Buy	23,456 +5,645	+32%	+$363K	﹤0.01%	1744
2026 Q2	$1.18M	Buy	17,811 +837	+5%	+$55.3K	﹤0.01%	1712
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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Advisory Services's TRP Position: Q3 2026 in Review

Kestra Advisory Services increased its TC Energy (TRP) stake by 32% in Q3 2026, buying an estimated $363K and bringing the position to 23,456 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Kestra Advisory Services first reported a position in TRP in Q3 2020 and has held it in 22 quarters since. 315 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

Kestra Advisory Services held 23,456 shares of TC Energy worth $1.36M as of Q3 2026.
Kestra Advisory Services bought 5,645 TC Energy shares in Q3 2026, an estimated $363K.
TC Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1744 holding.
Kestra Advisory Services first reported a position in TC Energy in Q3 2020 and has held it in 22 quarters since.
315 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.