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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
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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lantz Financial's TRP Position: Q2 2026 in Review

Lantz Financial increased its TC Energy (TRP) stake by 3.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 8,383 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #168.

Lantz Financial first reported a position in TRP in Q1 2022 and has held it in 17 quarters since. 121 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Lantz Financial held 8,383 shares of TC Energy worth $556K as of Q2 2026.
  • Lantz Financial bought 258 TC Energy shares in Q2 2026, an estimated $17.1K.
  • TC Energy made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #168 holding.
  • Lantz Financial first reported a position in TC Energy in Q1 2022 and has held it in 17 quarters since.
  • 121 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.