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 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

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

Pinnacle Wealth Planning Services's TRP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its TC Energy (TRP) stake by 522% in Q2 2026, buying an estimated $207K and bringing the position to 3,739 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #446.

Pinnacle Wealth Planning Services first reported a position in TRP in Q4 2020 and has held it in 4 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Pinnacle Wealth Planning Services held 3,739 shares of TC Energy worth $248K as of Q2 2026.
Pinnacle Wealth Planning Services bought 3,138 TC Energy shares in Q2 2026, an estimated $207K.
TC Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #446 holding.
Pinnacle Wealth Planning Services first reported a position in TC Energy in Q4 2020 and has held it in 4 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.