Key Financial Inc’s TC Energy TRP Stock Holding History

Key Financial Inc’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	$1.52K	Hold	23	–	–	﹤0.01%	1180
2026 Q1	$1.44K	Hold	23	–	–	﹤0.01%	1213
2025 Q4	$1.27K	Hold	23	–	–	﹤0.01%	1232
2025 Q3	$1.24K	Hold	23	–	–	﹤0.01%	1246
2025 Q2	$1.12K	Hold	23	–	–	﹤0.01%	1259
2025 Q1	$1.09K	Hold	23	–	–	﹤0.01%	1224
2024 Q4	$1.07K	Hold	23	–	–	﹤0.01%	1220
2024 Q3	$1.09K	Hold	23	–	–	﹤0.01%	1181
2024 Q2	$872	Hold	23	–	–	﹤0.01%	1198
2024 Q1	$925	Hold	23	–	–	﹤0.01%	1191
2023 Q4	$903	Sell	23 -100	-81%	-$3.65K	﹤0.01%	1191
2023 Q3	$4.25K	Hold	123	–	–	﹤0.01%	962
2023 Q2	$4.98K	Hold	123	–	–	﹤0.01%	937
2023 Q1	$4.78K	Hold	123	–	–	﹤0.01%	822
2022 Q4	$4.98K	Hold	123	–	–	﹤0.01%	791
2022 Q3	$5K	Hold	123	–	–	﹤0.01%	808
2022 Q2	$6K	Hold	123	–	–	﹤0.01%	773
2022 Q1	$7K	Hold	123	–	–	﹤0.01%	734
2021 Q4	$6K	Hold	123	–	–	﹤0.01%	693
2021 Q3	$6K	Buy	+123	New	+$5.96K	﹤0.01%	683

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

Key Financial Inc's TRP Position: Q2 2026 in Review

Key Financial Inc held its TC Energy (TRP) position steady in Q2 2026 at 23 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Key Financial Inc first reported a position in TRP in Q3 2021 and has held it in 20 quarters since. The position peaked at $7K in Q1 2022. 705 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Key Financial Inc held 23 shares of TC Energy worth $1.52K as of Q2 2026.
Key Financial Inc left its TC Energy share count unchanged in Q2 2026.
TC Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1180 holding.
Key Financial Inc first reported a position in TC Energy in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's TC Energy position peaked at $7K in Q1 2022.
705 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.