Lee Financial’s TC Energy TRP Stock Holding History

Lee 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
2025 Q4	–	Sell	-16,814	Closed	-$915K	–	182
2025 Q3	$915K	Buy	+16,814	New	+$844K	0.11%	95
2025 Q1	–	Sell	-8,185	Closed	-$381K	–	182
2024 Q4	$381K	Buy	8,185 +246	+3%	+$11.6K	0.05%	130
2024 Q3	$378K	Buy	+7,939	New	+$345K	0.05%	127
2023 Q1	–	Sell	-5,525	Closed	-$220K	–	949
2022 Q4	$220K	Hold	5,525	–	–	0.04%	142
2022 Q3	$223K	Hold	5,525	–	–	0.04%	135
2022 Q2	$286K	Sell	5,525 -34	-0.6%	-$1.9K	0.05%	124
2022 Q1	$314K	Buy	5,559 +1,009	+22%	+$53.1K	0.06%	119
2021 Q4	$212K	Hold	4,550	–	–	0.04%	140
2021 Q3	$219K	Sell	4,550 -153	-3%	-$7.42K	0.05%	137
2021 Q2	$233K	Hold	4,703	–	–	0.05%	133
2021 Q1	$215K	Buy	4,703 +3,858	+457%	+$171K	0.05%	131
2020 Q4	$34K	Sell	845 -165	-16%	-$7.03K	0.01%	238
2020 Q3	$42K	Buy	1,010 +533	+112%	+$24.4K	0.01%	250
2020 Q2	$20K	Sell	477 -827	-63%	-$37.1K	0.01%	278
2020 Q1	$58K	Buy	1,304 +395	+43%	+$20K	0.02%	158
2019 Q4	$48K	Buy	909 +234	+35%	+$12K	0.01%	191
2019 Q3	$35K	Buy	+675	New	+$33.7K	0.01%	212
2018 Q3	–	Sell	-87	Closed	-$4K	–	700
2018 Q2	$4K	Hold	87	–	–	﹤0.01%	662
2018 Q1	$4K	Buy	+87	New	+$3.9K	﹤0.01%	650

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lee Financial's TRP Position: Q4 2025 in Review

Lee Financial sold out of TC Energy (TRP) in Q4 2025, closing a stake of 16,814 shares — an estimated $915K sold.

Lee Financial first reported a position in TRP in Q1 2018 and held it in 19 quarters. The position peaked at $915K in Q3 2025. 640 funds tracked by Wall St. Rank hold TRP as of Q4 2025.

Lee Financial reported no remaining TC Energy position as of Q4 2025 after selling out during the quarter.
Lee Financial sold 16,814 TC Energy shares in Q4 2025, an estimated $915K.
Lee Financial first reported a position in TC Energy in Q1 2018 and held it in 19 quarters.
Lee Financial's TC Energy position peaked at $915K in Q3 2025.
640 funds tracked by Wall St. Rank held TC Energy as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.