Physician Wealth Advisors’s TC Energy TRP Stock Holding History

Physician Wealth 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 Q2	$269K	Buy	4,053 +5	+0.1%	+$331	0.03%	176
2026 Q1	$253K	Hold	4,048	–	–	0.04%	167
2025 Q4	$223K	Hold	4,048	–	–	0.03%	184
2025 Q3	$220K	Hold	4,048	–	–	0.03%	180
2025 Q2	$198K	Hold	4,048	–	–	0.03%	186
2025 Q1	$191K	Hold	4,048	–	–	0.03%	186
2024 Q4	$188K	Buy	+4,048	New	+$191K	0.03%	189
2022 Q3	–	Sell	-4,048	Closed	-$214K	–	151
2022 Q2	$214K	Sell	4,048 -502	-11%	-$28K	0.06%	141
2022 Q1	$255K	Hold	4,550	–	–	0.07%	135
2021 Q4	$222K	Hold	4,550	–	–	0.06%	150
2021 Q3	$244K	Hold	4,550	–	–	0.07%	138
2021 Q2	$221K	Hold	4,550	–	–	0.06%	140
2021 Q1	$214K	Buy	+4,550	New	+$202K	0.07%	133

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

Physician Wealth Advisors's TRP Position: Q2 2026 in Review

Physician Wealth Advisors increased its TC Energy (TRP) stake by 0.12% in Q2 2026, buying an estimated $331 and bringing the position to 4,053 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #176.

Physician Wealth Advisors first reported a position in TRP in Q1 2021 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Physician Wealth Advisors held 4,053 shares of TC Energy worth $269K as of Q2 2026.
Physician Wealth Advisors bought 5 TC Energy shares in Q2 2026, an estimated $331.
TC Energy made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Physician Wealth Advisors first reported a position in TC Energy in Q1 2021 and has held it in 13 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.