Kingswood Wealth Advisors’s TC Energy TRP Stock Holding History

Kingswood Wealth Advisors’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	$249K	Sell	3,750 -31	-0.8%	-$2.05K	0.01%	865
2026 Q1	$237K	Sell	3,781 -4,337	-53%	-$262K	0.01%	814
2025 Q4	$447K	Buy	8,118 +776	+11%	+$41.4K	0.02%	553
2025 Q3	$399K	Buy	7,342 +202	+3%	+$10.1K	0.02%	544
2025 Q2	$348K	Sell	7,140 -622	-8%	-$30.5K	0.03%	520
2025 Q1	$367K	Sell	7,762 -595	-7%	-$27.7K	0.03%	480
2024 Q4	$389K	Buy	+8,357	New	+$395K	0.03%	519
2024 Q2	–	Sell	-5,101	Closed	-$205K	–	709
2024 Q1	$205K	Sell	5,101 -805	-14%	-$31.8K	0.02%	574
2023 Q4	$231K	Buy	+5,906	New	+$215K	0.03%	543

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

Kingswood Wealth Advisors's TRP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its TC Energy (TRP) stake by 0.82% in Q2 2026, selling an estimated $2.05K and leaving 3,750 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #865.

Kingswood Wealth Advisors first reported a position in TRP in Q4 2023 and has held it in 9 quarters since. The position peaked at $447K in Q4 2025. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Kingswood Wealth Advisors held 3,750 shares of TC Energy worth $249K as of Q2 2026.
Kingswood Wealth Advisors sold 31 TC Energy shares in Q2 2026, an estimated $2.05K.
TC Energy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #865 holding.
Kingswood Wealth Advisors first reported a position in TC Energy in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's TC Energy position peaked at $447K in Q4 2025.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.