Orion Portfolio Solutions’s TC Energy TRP Stock Holding History

Orion Portfolio Solutions’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 Q1	$369K	Buy	7,806 +42	+0.5%	+$1.96K	﹤0.01%	1542
2024 Q4	$361K	Buy	7,764 +502	+7%	+$23.7K	﹤0.01%	1469
2024 Q3	$345K	Buy	7,262 +139	+2%	+$6.04K	﹤0.01%	1474
2024 Q2	$270K	Buy	7,123 +1,135	+19%	+$43K	﹤0.01%	1503
2024 Q1	$241K	Buy	5,988 +550	+10%	+$21.7K	﹤0.01%	1543
2023 Q4	$218K	Buy	+5,438	New	+$198K	﹤0.01%	1536
2023 Q3	–	Sell	-17,143	Closed	-$693K	–	1679
2023 Q2	$693K	Buy	17,143 +5,429	+46%	+$222K	0.01%	1092
2023 Q1	$456K	Buy	+11,714	New	+$477K	0.01%	1171
2020 Q3	–	Sell	-466	Closed	-$20K	–	1912
2020 Q2	$20K	Hold	466	–	–	﹤0.01%	962
2020 Q1	$21K	Hold	466	–	–	﹤0.01%	824
2019 Q4	$25K	Buy	+466	New	+$23.9K	﹤0.01%	723

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Orion Portfolio Solutions's TRP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its TC Energy (TRP) stake by 0.54% in Q1 2025, buying an estimated $1.96K and bringing the position to 7,806 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Orion Portfolio Solutions first reported a position in TRP in Q4 2019 and has held it in 11 quarters since. The position peaked at $693K in Q2 2023. 606 funds tracked by Wall St. Rank hold TRP as of Q1 2025.

Orion Portfolio Solutions held 7,806 shares of TC Energy worth $369K as of Q1 2025.
Orion Portfolio Solutions bought 42 TC Energy shares in Q1 2025, an estimated $1.96K.
TC Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1542 holding.
Orion Portfolio Solutions first reported a position in TC Energy in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's TC Energy position peaked at $693K in Q2 2023.
606 funds tracked by Wall St. Rank held TC Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.