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Mount Yale Investment Advisors’s TC Energy TRP Stock Holding History

Mount Yale Investment 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
Q1 		$1.33M Buy
21,157
+13,569
+179% +$818K 0.03% 458
2025
Q4 		$422K Sell
7,588
-15,472
-67% -$825K 0.02% 501
2025
Q3 		$1.27M Buy
23,060
+942
+4% +$47.3K 0.09% 237
2025
Q2 		$1.08M Buy
22,118
+847
+4% +$41.6K 0.08% 198
2025
Q1 		$1M Buy
21,271
+614
+3% +$28.6K 0.09% 195
2024
Q4 		$961K Buy
20,657
+739
+4% +$34.9K 0.08% 209
2024
Q3 		$947K Sell
19,918
-677
-3% -$29.4K 0.09% 209
2024
Q2 		$781K Buy
20,595
+722
+4% +$27.4K 0.06% 255
2024
Q1 		$799K Buy
19,873
+364
+2% +$14.4K 0.06% 267
2023
Q4 		$763K Buy
19,509
+191
+1% +$6.96K 0.07% 246
2023
Q3 		$665K Sell
19,318
-10,829
-36% -$399K 0.07% 257
2023
Q2 		$1.22M Buy
30,147
+3,364
+13% +$137K 0.13% 166
2023
Q1 		$1.04M Buy
26,783
+13,576
+103% +$553K 0.12% 173
2022
Q4 		$526K Sell
13,207
-2,242
-15% -$97.2K 0.06% 274
2022
Q3 		$622K Sell
15,449
-12,278
-44% -$609K 0.08% 241
2022
Q2 		$1.44M Buy
27,727
+4,317
+18% +$241K 0.18% 128
2022
Q1 		$1.32M Buy
23,410
+4,097
+21% +$216K 0.14% 154
2021
Q4 		$899K Buy
19,313
+1,675
+9% +$82.8K 0.09% 223
2021
Q3 		$848K Buy
+17,638
New +$855K 0.1% 214
2018
Q4 		– Sell
-1,362
Closed -$54K – 747
2018
Q3 		$54K Buy
1,362
+452
+50% +$19.6K 0.01% 586
2018
Q2 		$39K Buy
910
+245
+37% +$10.4K 0.01% 679
2018
Q1 		$27K Buy
+665
New +$29.8K 0.01% 722

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 $115B AUM 41.58% 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

Mount Yale Investment Advisors's TRP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its TC Energy (TRP) stake by 179% in Q1 2026, buying an estimated $818K and bringing the position to 21,157 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #458.

Mount Yale Investment Advisors first reported a position in TRP in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.44M in Q2 2022. 684 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Mount Yale Investment Advisors held 21,157 shares of TC Energy worth $1.33M as of Q1 2026.
  • Mount Yale Investment Advisors bought 13,569 TC Energy shares in Q1 2026, an estimated $818K.
  • TC Energy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #458 holding.
  • Mount Yale Investment Advisors first reported a position in TC Energy in Q1 2018 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's TC Energy position peaked at $1.44M in Q2 2022.
  • 684 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.