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Lowe Wealth Advisors’s TC Energy TRP Stock Holding History

Lowe Wealth 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
2025
Q3 		$34.9K Hold
641
– – 0.01% 169
2025
Q2 		$31.3K Hold
641
– – 0.01% 168
2025
Q1 		$30.3K Buy
+641
New +$29.9K 0.01% 166

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Lowe Wealth Advisors's TRP Position: Q3 2025 in Review

Lowe Wealth Advisors held its TC Energy (TRP) position steady in Q3 2025 at 641 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #169.

Lowe Wealth Advisors first reported a position in TRP in Q1 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold TRP as of Q3 2025.

  • Lowe Wealth Advisors held 641 shares of TC Energy worth $34.9K as of Q3 2025.
  • Lowe Wealth Advisors left its TC Energy share count unchanged in Q3 2025.
  • TC Energy made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #169 holding.
  • Lowe Wealth Advisors first reported a position in TC Energy in Q1 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held TC Energy as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.