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Pinnacle Wealth Planning Services’s TC Energy TRP Stock Holding History

Pinnacle Wealth Planning Services’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 		$37.6K Sell
601
-3
-0.5% -$181 ﹤0.01% 1357
2025
Q4 		$33.2K Buy
+604
New +$32.2K ﹤0.01% 1456
2021
Q1 		– Sell
-984
Closed -$40K – 1808
2020
Q4 		$40K Buy
+984
New +$41.9K 0.01% 897

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its TC Energy (TRP) stake by 0.5% in Q1 2026, selling an estimated $181 and leaving 601 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Pinnacle Wealth Planning Services first reported a position in TRP in Q4 2020 and has held it in 3 quarters since. The position peaked at $40K in Q4 2020. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 601 shares of TC Energy worth $37.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3 TC Energy shares in Q1 2026, an estimated $181.
  • TC Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1357 holding.
  • Pinnacle Wealth Planning Services first reported a position in TC Energy in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's TC Energy position peaked at $40K in Q4 2020.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.