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Lorne Steinberg Wealth Management’s TC Energy TRP Stock Holding History

Lorne Steinberg 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
Q1 		$12.7M Buy
203,385
+3,071
+2% +$185K 3.02% 7
2025
Q4 		$11M Buy
200,314
+12,364
+7% +$660K 2.54% 11
2025
Q3 		$10.2M Buy
187,950
+4,494
+2% +$226K 2.46% 12
2025
Q2 		$8.96M Buy
183,456
+2,738
+2% +$134K 2.34% 15
2025
Q1 		$8.54M Buy
180,718
+2,649
+1% +$124K 2.49% 12
2024
Q4 		$8.29M Buy
178,069
+1,967
+1% +$93K 2.4% 14
2024
Q3 		$8.37M Sell
176,102
-43
-0% -$1.87K 2.42% 11
2024
Q2 		$6.67M Buy
176,145
+697
+0.4% +$26.4K 2.15% 16
2024
Q1 		$7.05M Buy
175,448
+10,166
+6% +$401K 2.2% 18
2023
Q4 		$6.46M Buy
165,282
+19,834
+14% +$723K 2.17% 17
2023
Q3 		$5.02M Buy
145,448
+33,358
+30% +$1.23M 1.93% 25
2023
Q2 		$4.53M Buy
112,090
+1,161
+1% +$47.4K 1.71% 31
2023
Q1 		$4.31M Buy
110,929
+38,949
+54% +$1.59M 1.72% 30
2022
Q4 		$2.87M Sell
71,980
-30,166
-30% -$1.31M 1.23% 41
2022
Q3 		$2.78M Buy
102,146
+35,814
+54% +$1.78M 1.35% 37
2022
Q2 		$3.43M Buy
66,332
+560
+0.9% +$31.3K 1.61% 34
2022
Q1 		$3.71M Buy
65,772
+2,525
+4% +$133K 1.71% 32
2021
Q4 		$2.93M Buy
63,247
+2,466
+4% +$122K 1.26% 39
2021
Q3 		$2.91M Buy
60,781
+2,845
+5% +$138K 1.41% 33
2021
Q2 		$2.86M Buy
57,936
+5,295
+10% +$265K 1.41% 36
2021
Q1 		$2.41M Buy
52,641
+14,545
+38% +$645K 1.28% 36
2020
Q4 		$1.55M Buy
+38,096
New +$1.62M 0.97% 41

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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
VCM
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 $109B 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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lorne Steinberg Wealth Management's TRP Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its TC Energy (TRP) stake by 1.5% in Q1 2026, buying an estimated $185K and bringing the position to 203,385 shares worth $12.7M. The position accounts for 3.02% of the portfolio, ranked #7.

Lorne Steinberg Wealth Management first reported a position in TRP in Q4 2020 and has held it in 22 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Lorne Steinberg Wealth Management held 203,385 shares of TC Energy worth $12.7M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 3,071 TC Energy shares in Q1 2026, an estimated $185K.
  • TC Energy made up 3.02% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Lorne Steinberg Wealth Management first reported a position in TC Energy in Q4 2020 and has held it in 22 quarters since.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.