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 Q2	$13.9M	Buy	209,505 +6,120	+3%	+$405K	2.85%	8
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 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

Lorne Steinberg Wealth Management's TRP Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its TC Energy (TRP) stake by 3% in Q2 2026, buying an estimated $405K and bringing the position to 209,505 shares worth $13.9M. The position accounts for 2.85% of the portfolio, ranked #8.

Lorne Steinberg Wealth Management first reported a position in TRP in Q4 2020 and has held it in 23 quarters since. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Lorne Steinberg Wealth Management held 209,505 shares of TC Energy worth $13.9M as of Q2 2026.
Lorne Steinberg Wealth Management bought 6,120 TC Energy shares in Q2 2026, an estimated $405K.
TC Energy made up 2.85% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #8 holding.
Lorne Steinberg Wealth Management first reported a position in TC Energy in Q4 2020 and has held it in 23 quarters since.
702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.