Lantz Financial
TRP icon

Lantz Financial’s TC Energy TRP Stock Holding History

Lantz Financial’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 		$403K Sell
6,976
-1,407
-17% -$90.4K 0.07% 201
2026
Q2 		$556K Buy
8,383
+258
+3% +$17.1K 0.1% 168
2026
Q1 		$509K Buy
8,125
+229
+3% +$13.8K 0.11% 164
2025
Q4 		$434K Buy
7,896
+340
+4% +$18.1K 0.09% 177
2025
Q3 		$411K Buy
7,556
+268
+4% +$13.5K 0.09% 174
2025
Q2 		$356K Buy
7,288
+117
+2% +$5.74K 0.09% 169
2025
Q1 		$339K Sell
7,171
-877
-11% -$40.9K 0.09% 170
2024
Q4 		$374K Buy
8,048
+312
+4% +$14.8K 0.1% 163
2024
Q3 		$368K Buy
7,736
+1,020
+15% +$44.3K 0.1% 162
2024
Q2 		$255K Sell
6,716
-1,007
-13% -$38.2K 0.08% 181
2024
Q1 		$310K Buy
7,723
+128
+2% +$5.05K 0.1% 163
2023
Q4 		$297K Buy
7,595
+14
+0.2% +$510 0.11% 158
2023
Q3 		$261K Sell
7,581
-7
-0.1% -$258 0.1% 157
2023
Q2 		$307K Buy
7,588
+802
+12% +$32.7K 0.12% 142
2023
Q1 		$264K Buy
6,786
+1,137
+20% +$46.3K 0.11% 149
2022
Q4 		$225K Buy
+5,649
New +$245K 0.1% 163
2022
Q3 		– Sell
-4,651
Closed -$241K – 176
2022
Q2 		$241K Buy
4,651
+185
+4% +$10.3K 0.11% 146
2022
Q1 		$252K Buy
+4,466
New +$235K 0.1% 151

Other funds holding TRP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Lantz Financial's TRP Position: Q3 2026 in Review

Lantz Financial reduced its TC Energy (TRP) stake by 17% in Q3 2026, selling an estimated $90.4K and leaving 6,976 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #201.

Lantz Financial first reported a position in TRP in Q1 2022 and has held it in 18 quarters since. The position peaked at $556K in Q2 2026. 131 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Lantz Financial held 6,976 shares of TC Energy worth $403K as of Q3 2026.
  • Lantz Financial sold 1,407 TC Energy shares in Q3 2026, an estimated $90.4K.
  • TC Energy made up 0.07% of Lantz Financial's portfolio in Q3 2026, its #201 holding.
  • Lantz Financial first reported a position in TC Energy in Q1 2022 and has held it in 18 quarters since.
  • Lantz Financial's TC Energy position peaked at $556K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.