KMWM
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Keudell/Morrison Wealth Management’s TC Energy TRP Stock Holding History

Keudell/Morrison Wealth Management’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 		$590K Hold
8,898
– – 0.11% 125
2026
Q1 		$557K Sell
8,898
-5
-0.1% -$302 0.11% 125
2025
Q4 		$490K Buy
+8,903
New +$475K 0.1% 131
2025
Q2 		$429K Hold
8,802
– – 0.1% 134
2025
Q1 		$416K Sell
8,802
-963
-10% -$44.9K 0.1% 126
2024
Q4 		$454K Buy
9,765
+22
+0.2% +$1.04K 0.12% 118
2024
Q3 		$463K Buy
9,743
+60
+0.6% +$2.61K 0.13% 119
2024
Q2 		$367K Sell
9,683
-144
-1% -$5.46K 0.11% 139
2024
Q1 		$395K Buy
9,827
+1,118
+13% +$44.1K 0.12% 132
2023
Q4 		$340K Sell
8,709
-1,017
-10% -$37.1K 0.11% 139
2023
Q3 		$335K Sell
9,726
-126
-1% -$4.64K 0.1% 133
2023
Q2 		$398K Buy
9,852
+906
+10% +$37K 0.11% 114
2023
Q1 		$348K Buy
8,946
+818
+10% +$33.3K 0.1% 129
2022
Q4 		$324K Buy
8,128
+652
+9% +$28.3K 0.1% 132
2022
Q3 		$301K Buy
7,476
+783
+12% +$38.8K 0.11% 136
2022
Q2 		$347K Buy
6,693
+185
+3% +$10.3K 0.13% 122
2022
Q1 		$367K Buy
6,508
+188
+3% +$9.89K 0.15% 127
2021
Q4 		$294K Sell
6,320
-381
-6% -$18.8K 0.12% 143
2021
Q3 		$322K Buy
6,701
+55
+0.8% +$2.67K 0.14% 130
2021
Q2 		$329K Buy
6,646
+142
+2% +$7.1K 0.18% 130
2021
Q1 		$298K Buy
6,504
+1,372
+27% +$60.9K 0.17% 129
2020
Q4 		$209K Hold
5,132
– – 0.13% 151
2020
Q3 		$216K Buy
+5,132
New +$235K 0.14% 136

Other funds holding TRP

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Keudell/Morrison Wealth Management's TRP Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its TC Energy (TRP) position steady in Q2 2026 at 8,898 shares worth $590K. The position accounts for 0.11% of the portfolio, ranked #125.

Keudell/Morrison Wealth Management first reported a position in TRP in Q3 2020 and has held it in 23 quarters since. 86 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Keudell/Morrison Wealth Management held 8,898 shares of TC Energy worth $590K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its TC Energy share count unchanged in Q2 2026.
  • TC Energy made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Keudell/Morrison Wealth Management first reported a position in TC Energy in Q3 2020 and has held it in 23 quarters since.
  • 86 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.