NewEdge Wealth’s TC Energy TRP Stock Holding History

NewEdge Wealth’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	$299K	Buy	4,777 +453	+10%	+$27.3K	﹤0.01%	965
2025 Q4	$238K	Buy	+4,324	New	+$231K	﹤0.01%	1105
2023 Q1	–	Sell	-5,438	Closed	-$217K	–	640
2022 Q4	$217K	Sell	5,438 -1,273	-19%	-$55.2K	0.01%	508
2022 Q3	$270K	Sell	6,711 -12,659	-65%	-$628K	0.01%	445
2022 Q2	$1M	Buy	+19,370	New	+$1.08M	0.05%	283
2022 Q1	–	Sell	-4,692	Closed	-$218K	–	448
2021 Q4	$218K	Buy	+4,692	New	+$232K	0.01%	379

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's TRP Position: Q1 2026 in Review

NewEdge Wealth increased its TC Energy (TRP) stake by 10% in Q1 2026, buying an estimated $27.3K and bringing the position to 4,777 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

NewEdge Wealth first reported a position in TRP in Q4 2021 and has held it in 6 quarters since. The position peaked at $1M in Q2 2022. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

NewEdge Wealth held 4,777 shares of TC Energy worth $299K as of Q1 2026.
NewEdge Wealth bought 453 TC Energy shares in Q1 2026, an estimated $27.3K.
TC Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #965 holding.
NewEdge Wealth first reported a position in TC Energy in Q4 2021 and has held it in 6 quarters since.
NewEdge Wealth's TC Energy position peaked at $1M in Q2 2022.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.