Kovitz Investment Group Partners
TRP icon

Kovitz Investment Group Partners’s TC Energy TRP Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-20,753
Closed -$1.01M – 1484
2025
Q2 		$1.01M Buy
20,753
+10,117
+95% +$497K ﹤0.01% 802
2025
Q1 		$502K Sell
10,636
-2,770
-21% -$129K ﹤0.01% 903
2024
Q4 		$624K Buy
13,406
+1,224
+10% +$57.9K ﹤0.01% 840
2024
Q3 		$577K Buy
+12,182
New +$529K ﹤0.01% 733

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Kovitz Investment Group Partners's TRP Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of TC Energy (TRP) in Q3 2025, closing a stake of 20,753 shares — an estimated $1.01M sold.

Kovitz Investment Group Partners first reported a position in TRP in Q3 2024 and held it in 4 quarters. The position peaked at $1.01M in Q2 2025. 598 funds tracked by Wall St. Rank hold TRP as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining TC Energy position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 20,753 TC Energy shares in Q3 2025, an estimated $1.01M.
  • Kovitz Investment Group Partners first reported a position in TC Energy in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's TC Energy position peaked at $1.01M in Q2 2025.
  • 598 funds tracked by Wall St. Rank held TC Energy as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.