Laurel Oak Wealth Management’s TC Energy TRP Stock Holding History

Laurel Oak Wealth Management’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	$242K	Hold	3,652	–	–	0.04%	328
2026 Q1	$229K	Hold	3,652	–	–	0.04%	318
2025 Q4	$201K	Buy	+3,652	New	+$195K	0.03%	348

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

Laurel Oak Wealth Management's TRP Position: Q2 2026 in Review

Laurel Oak Wealth Management held its TC Energy (TRP) position steady in Q2 2026 at 3,652 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #328.

Laurel Oak Wealth Management first reported a position in TRP in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Laurel Oak Wealth Management held 3,652 shares of TC Energy worth $242K as of Q2 2026.
Laurel Oak Wealth Management left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #328 holding.
Laurel Oak Wealth Management first reported a position in TC Energy in Q4 2025 and has held it in 3 quarters since.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.