PDS Planning’s TC Energy TRP Stock Holding History

PDS Planning’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	$258K	Buy	3,895 +24	+0.6%	+$1.59K	0.01%	472
2026 Q1	$242K	Sell	3,871 -226	-6%	-$13.6K	0.02%	452
2025 Q4	$225K	Buy	4,097 +90	+2%	+$4.8K	0.02%	476
2025 Q3	$218K	Buy	+4,007	New	+$201K	0.02%	474

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

PDS Planning's TRP Position: Q2 2026 in Review

PDS Planning increased its TC Energy (TRP) stake by 0.62% in Q2 2026, buying an estimated $1.59K and bringing the position to 3,895 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #472.

PDS Planning first reported a position in TRP in Q3 2025 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

PDS Planning held 3,895 shares of TC Energy worth $258K as of Q2 2026.
PDS Planning bought 24 TC Energy shares in Q2 2026, an estimated $1.59K.
TC Energy made up 0.01% of PDS Planning's portfolio in Q2 2026, its #472 holding.
PDS Planning first reported a position in TC Energy in Q3 2025 and has held it in 4 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.