Lloyd Advisory Services’s TC Energy TRP Stock Holding History

Lloyd Advisory Services’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 Q1	–	Sell	-2,654	Closed	-$146K	–	1046
2025 Q4	$146K	Buy	+2,654	New	+$142K	0.06%	145
2022 Q2	–	Sell	-2,118	Closed	-$119K	–	532
2022 Q1	$119K	Buy	2,118 +35	+2%	+$1.84K	0.06%	144
2021 Q4	$97K	Sell	2,083 -36	-2%	-$1.78K	0.04%	136
2021 Q3	$102K	Sell	2,119 -23	-1%	-$1.11K	0.05%	127
2021 Q2	$106K	Sell	2,142 -12	-0.6%	-$600	0.05%	114
2021 Q1	$99K	Sell	2,154 -151	-7%	-$6.7K	0.05%	103
2020 Q4	$94K	Sell	2,305 -197	-8%	-$8.39K	0.05%	86
2020 Q3	$105K	Buy	2,502 +453	+22%	+$20.7K	0.06%	74
2020 Q2	$88K	Buy	+2,049	New	+$91.9K	0.06%	85
2020 Q1	–	Sell	-1,608	Closed	-$86K	–	401
2019 Q4	$86K	Buy	+1,608	New	+$82.5K	0.08%	100

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return