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 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 $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

Physician Wealth Advisors's TRP Position: Q1 2026 in Review

Physician Wealth Advisors held its TC Energy (TRP) position steady in Q1 2026 at 4,048 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #167.

Physician Wealth Advisors first reported a position in TRP in Q1 2021 and has held it in 12 quarters since. The position peaked at $255K in Q1 2022. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Physician Wealth Advisors held 4,048 shares of TC Energy worth $253K as of Q1 2026.
Physician Wealth Advisors left its TC Energy share count unchanged in Q1 2026.
TC Energy made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #167 holding.
Physician Wealth Advisors first reported a position in TC Energy in Q1 2021 and has held it in 12 quarters since.
Physician Wealth Advisors's TC Energy position peaked at $255K in Q1 2022.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.