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 Q3	$195K	Sell	3,374 -365	-10%	-$23.5K	0.02%	507
2026 Q2	$248K	Buy	3,739 +3,138	+522%	+$207K	0.02%	446
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its TC Energy (TRP) stake by 9.8% in Q3 2026, selling an estimated $23.5K and leaving 3,374 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #507.

Pinnacle Wealth Planning Services first reported a position in TRP in Q4 2020 and has held it in 5 quarters since. The position peaked at $248K in Q2 2026. 207 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

Pinnacle Wealth Planning Services held 3,374 shares of TC Energy worth $195K as of Q3 2026.
Pinnacle Wealth Planning Services sold 365 TC Energy shares in Q3 2026, an estimated $23.5K.
TC Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #507 holding.
Pinnacle Wealth Planning Services first reported a position in TC Energy in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's TC Energy position peaked at $248K in Q2 2026.
207 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.