Kestra Private Wealth Services’s TC Energy TRP Stock Holding History

Kestra Private Wealth 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 Q2	$1.52M	Buy	22,900 +521	+2%	+$34.5K	0.02%	698
2026 Q1	$1.4M	Buy	22,379 +6,426	+40%	+$388K	0.02%	685
2025 Q4	$878K	Buy	15,953 +772	+5%	+$41.2K	0.01%	865
2025 Q3	$826K	Sell	15,181 -4,380	-22%	-$220K	0.01%	861
2025 Q2	$954K	Buy	19,561 +4,968	+34%	+$244K	0.01%	765
2025 Q1	$689K	Buy	+14,593	New	+$680K	0.01%	822

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

Kestra Private Wealth Services's TRP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its TC Energy (TRP) stake by 2.3% in Q2 2026, buying an estimated $34.5K and bringing the position to 22,900 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #698.

Kestra Private Wealth Services first reported a position in TRP in Q1 2025 and has held it in 6 quarters since. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Kestra Private Wealth Services held 22,900 shares of TC Energy worth $1.52M as of Q2 2026.
Kestra Private Wealth Services bought 521 TC Energy shares in Q2 2026, an estimated $34.5K.
TC Energy made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #698 holding.
Kestra Private Wealth Services first reported a position in TC Energy in Q1 2025 and has held it in 6 quarters since.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.