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 Q3	$1.34K	Hold	23	–	–	﹤0.01%	1152
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	$1.1K	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%	-$3.64K	﹤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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 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

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Key Financial Inc's TRP Position: Q3 2026 in Review

Key Financial Inc held its TC Energy (TRP) position steady in Q3 2026 at 23 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Key Financial Inc first reported a position in TRP in Q3 2021 and has held it in 21 quarters since. The position peaked at $7K in Q1 2022. 381 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

Key Financial Inc held 23 shares of TC Energy worth $1.34K as of Q3 2026.
Key Financial Inc left its TC Energy share count unchanged in Q3 2026.
TC Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1152 holding.
Key Financial Inc first reported a position in TC Energy in Q3 2021 and has held it in 21 quarters since.
Key Financial Inc's TC Energy position peaked at $7K in Q1 2022.
381 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.