Plante Moran Financial Advisors’s TC Energy TRP Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-73	Closed	-$3.47K	–	986
2024 Q3	$3.47K	Buy	+73	New	+$3.17K	﹤0.01%	716
2022 Q1	–	Sell	-29	Closed	-$1K	–	1007
2021 Q4	$1K	Buy	+29	New	+$1.43K	﹤0.01%	984
2021 Q1	–	Sell	-12	Closed	–	–	1126
2020 Q4	$0	Buy	+12	New	+$511	﹤0.01%	991
2018 Q2	–	Sell	-583	Closed	-$24K	–	969
2018 Q1	$24K	Sell	583 -125	-18%	-$5.61K	0.01%	471
2017 Q4	$34K	Hold	708	–	–	0.02%	417
2017 Q3	$35K	Hold	708	–	–	0.02%	381
2017 Q2	$34K	Buy	+708	New	+$33.3K	0.02%	384
2016 Q4	–	Sell	-500	Closed	-$24K	–	1038
2016 Q3	$24K	Buy	+500	New	+$23.4K	0.02%	461
2016 Q2	–	Sell	-166	Closed	-$7K	–	938
2016 Q1	$7K	Buy	+166	New	+$5.81K	0.01%	544
2015 Q3	–	Sell	-300	Closed	-$12K	–	745
2015 Q2	$12K	Hold	300	–	–	0.01%	499
2015 Q1	$13K	Hold	300	–	–	0.01%	480
2014 Q4	$15K	Hold	300	–	–	0.01%	457
2014 Q3	$15K	Hold	300	–	–	0.01%	458
2014 Q2	$14K	Buy	+300	New	+$14K	0.01%	444

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Plante Moran Financial Advisors's TRP Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of TC Energy (TRP) in Q4 2024, closing a stake of 73 shares — an estimated $3.47K sold.

Plante Moran Financial Advisors first reported a position in TRP in Q2 2014 and held it in 14 quarters. The position peaked at $35K in Q3 2017. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

Plante Moran Financial Advisors reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 73 TC Energy shares in Q4 2024, an estimated $3.47K.
Plante Moran Financial Advisors first reported a position in TC Energy in Q2 2014 and held it in 14 quarters.
Plante Moran Financial Advisors's TC Energy position peaked at $35K in Q3 2017.
599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.