Loring Wolcott & Coolidge Fiduciary Advisors’s TC Energy TRP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$163K	Hold	2,455	–	–	﹤0.01%	341
2026 Q1	$157K	Hold	2,455	–	–	﹤0.01%	341
2025 Q4	$142K	Hold	2,455	–	–	﹤0.01%	351
2025 Q3	$125K	Hold	2,455	–	–	﹤0.01%	363
2025 Q2	$120K	Hold	2,455	–	–	﹤0.01%	328
2025 Q1	$120K	Hold	2,455	–	–	﹤0.01%	317
2024 Q4	$112K	Hold	2,455	–	–	﹤0.01%	331
2024 Q3	$115K	Hold	2,455	–	–	﹤0.01%	327
2024 Q2	$98K	Hold	2,455	–	–	﹤0.01%	338
2024 Q1	$88.2K	Hold	2,455	–	–	﹤0.01%	347
2023 Q4	$96.8K	Sell	2,455 -550	-18%	-$20K	﹤0.01%	349
2023 Q3	$109K	Buy	3,005 +550	+22%	+$20.2K	﹤0.01%	347
2023 Q2	$99.2K	Hold	2,455	–	–	﹤0.01%	368
2023 Q1	$95.5K	Hold	2,455	–	–	﹤0.01%	348
2022 Q4	$97.9K	Hold	2,455	–	–	﹤0.01%	347
2022 Q3	$99K	Hold	2,455	–	–	﹤0.01%	352
2022 Q2	$127K	Hold	2,455	–	–	﹤0.01%	334
2022 Q1	$139K	Hold	2,455	–	–	﹤0.01%	343
2021 Q4	$114K	Hold	2,455	–	–	﹤0.01%	373
2021 Q3	$118K	Hold	2,455	–	–	﹤0.01%	372
2021 Q2	$122K	Buy	+2,455	New	+$123K	﹤0.01%	376
2021 Q1	–	Sell	-2,455	Closed	-$100K	–	671
2020 Q4	$100K	Hold	2,455	–	–	﹤0.01%	353
2020 Q3	$103K	Sell	2,455 -840	-25%	-$38.4K	﹤0.01%	321
2020 Q2	$141K	Hold	3,295	–	–	﹤0.01%	277
2020 Q1	$146K	Hold	3,295	–	–	﹤0.01%	263
2019 Q4	$176K	Hold	3,295	–	–	﹤0.01%	284
2019 Q3	$171K	Hold	3,295	–	–	﹤0.01%	277
2019 Q2	$163K	Hold	3,295	–	–	﹤0.01%	279
2019 Q1	$148K	Hold	3,295	–	–	﹤0.01%	283
2018 Q4	$118K	Hold	3,295	–	–	﹤0.01%	307
2018 Q3	$133K	Hold	3,295	–	–	﹤0.01%	315
2018 Q2	$142K	Hold	3,295	–	–	﹤0.01%	310
2018 Q1	$136K	Sell	3,295 -5,890	-64%	-$264K	﹤0.01%	326
2017 Q4	$447K	Hold	9,185	–	–	0.01%	208
2017 Q3	$454K	Sell	9,185 -10	-0.1%	-$502	0.01%	200
2017 Q2	$470K	Buy	9,195 +10	+0.1%	+$470	0.01%	196
2017 Q1	$424K	Hold	9,185	–	–	0.01%	201
2016 Q4	$415K	Hold	9,185	–	–	0.01%	199
2016 Q3	$437K	Sell	9,185 -275	-3%	-$12.8K	0.01%	198
2016 Q2	$428K	Hold	9,460	–	–	0.01%	197
2016 Q1	$372K	Sell	9,460 -2,250	-19%	-$78.8K	0.01%	200
2015 Q4	$382K	Sell	11,710 -26,370	-69%	-$873K	0.01%	219
2015 Q3	$1.55M	Hold	38,080	–	–	0.04%	126
2015 Q2	$1.55M	Buy	38,080 +2,580	+7%	+$114K	0.04%	126
2015 Q1	$1.52M	Buy	35,500 +8,295	+30%	+$370K	0.04%	132
2014 Q4	$1.34M	Buy	27,205 +24,805	+1,034%	+$1.2M	0.03%	137
2014 Q3	$124K	Buy	2,400 +150	+7%	+$7.75K	﹤0.01%	320
2014 Q2	$107K	Hold	2,250	–	–	﹤0.01%	351
2014 Q1	$102K	Buy	+2,250	New	+$99.8K	﹤0.01%	341

Other funds holding TRP

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TRP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its TC Energy (TRP) position steady in Q2 2026 at 2,455 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRP in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.55M in Q3 2015. 486 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,455 shares of TC Energy worth $163K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its TC Energy share count unchanged in Q2 2026.
TC Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #341 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TC Energy in Q1 2014 and has held it in 49 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's TC Energy position peaked at $1.55M in Q3 2015.
486 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.