Phillips Wealth Planners’s TC Energy TRP Stock Holding History

Phillips Wealth Planners’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	$211K	Sell	3,070 -106	-3%	-$7.01K	0.16%	207
2026 Q1	$208K	Sell	3,176 -2,543	-44%	-$153K	0.16%	205
2025 Q4	$309K	Sell	5,719 -51	-0.9%	-$2.72K	0.25%	136
2025 Q3	$314K	Sell	5,770 -137	-2%	-$6.88K	0.26%	134
2025 Q2	$279K	Sell	5,907 -45	-0.8%	-$2.21K	0.25%	146
2025 Q1	$283K	Sell	5,952 -781	-12%	-$36.4K	0.3%	121
2024 Q4	$314K	Sell	6,733 -1,239	-16%	-$58.6K	0.31%	112
2024 Q3	$377K	Sell	7,972 -212	-3%	-$9.21K	0.36%	98
2024 Q2	$315K	Sell	8,184 -49	-0.6%	-$1.86K	0.33%	109
2024 Q1	$290K	Buy	8,233 +2,424	+42%	+$95.6K	0.33%	114
2023 Q4	$225K	Sell	5,809 -2,521	-30%	-$91.9K	0.27%	138
2023 Q3	$287K	Sell	8,330 -108	-1%	-$3.97K	0.39%	99
2023 Q2	$341K	Buy	8,438 +54	+0.6%	+$2.21K	0.45%	85
2023 Q1	$349K	Buy	+8,384	New	+$341K	0.46%	82

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

Phillips Wealth Planners's TRP Position: Q2 2026 in Review

Phillips Wealth Planners reduced its TC Energy (TRP) stake by 3.3% in Q2 2026, selling an estimated $7.01K and leaving 3,070 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #207.

Phillips Wealth Planners first reported a position in TRP in Q1 2023 and has held it in 14 quarters since. The position peaked at $377K in Q3 2024. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Phillips Wealth Planners held 3,070 shares of TC Energy worth $211K as of Q2 2026.
Phillips Wealth Planners sold 106 TC Energy shares in Q2 2026, an estimated $7.01K.
TC Energy made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #207 holding.
Phillips Wealth Planners first reported a position in TC Energy in Q1 2023 and has held it in 14 quarters since.
Phillips Wealth Planners's TC Energy position peaked at $377K in Q3 2024.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.