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Recurrent Investment Advisors’s TC Energy TRP Stock Holding History

Recurrent Investment 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 		$905K Buy
14,455
+1,900
+15% +$115K 0.05% 57
2025
Q4 		$691K Sell
12,555
-214,556
-94% -$11.4M 0.05% 55
2025
Q3 		$12.4M Buy
227,111
+2,257
+1% +$113K 0.95% 23
2025
Q2 		$11M Buy
224,854
+964
+0.4% +$47.3K 0.89% 23
2025
Q1 		$10.6M Buy
223,890
+21,556
+11% +$1.01M 0.9% 22
2024
Q4 		$9.41M Buy
202,334
+19,059
+10% +$901K 0.86% 22
2024
Q3 		$8.71M Sell
183,275
-320
-0.2% -$13.9K 0.87% 23
2024
Q2 		$6.96M Buy
183,595
+573
+0.3% +$21.7K 0.73% 22
2024
Q1 		$7.36M Hold
183,022
– – 0.85% 21
2023
Q4 		$7.15M Sell
183,022
-357
-0.2% -$13K 1.05% 21
2023
Q3 		$6.31M Hold
183,379
– – 0.93% 21
2023
Q2 		$7.41M Buy
183,379
+25,900
+16% +$1.06M 1.25% 20
2023
Q1 		$6.13M Buy
157,479
+44,003
+39% +$1.79M 1.21% 21
2022
Q4 		$4.52M Buy
113,476
+20,000
+21% +$867K 0.96% 21
2022
Q3 		$3.77M Sell
93,476
-785
-0.8% -$38.9K 1.02% 20
2022
Q2 		$4.88M Hold
94,261
– – 1.48% 19
2022
Q1 		$5.32M Buy
94,261
+5,751
+6% +$303K 1.69% 19
2021
Q4 		$4.12M Hold
88,510
– – 1.66% 19
2021
Q3 		$4.26M Buy
88,510
+8,701
+11% +$422K 1.87% 19
2021
Q2 		$3.95M Buy
79,809
+1,401
+2% +$70.1K 1.99% 18
2021
Q1 		$3.59M Sell
78,408
-359
-0.5% -$15.9K 2.27% 17
2020
Q4 		$3.21M Buy
78,767
+5,804
+8% +$247K 2.38% 17
2020
Q3 		$3.06M Sell
72,963
-2,852
-4% -$130K 3.26% 14
2020
Q2 		$3.25M Buy
75,815
+20,054
+36% +$900K 3.06% 16
2020
Q1 		$2.47M Buy
55,761
+13,413
+32% +$680K 4.63% 8
2019
Q4 		$2.26M Buy
+42,348
New +$2.17M 2.88% 15

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

Recurrent Investment Advisors's TRP Position: Q1 2026 in Review

Recurrent Investment Advisors increased its TC Energy (TRP) stake by 15% in Q1 2026, buying an estimated $115K and bringing the position to 14,455 shares worth $905K. The position accounts for 0.05% of the portfolio, ranked #57.

Recurrent Investment Advisors first reported a position in TRP in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.4M in Q3 2025. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Recurrent Investment Advisors held 14,455 shares of TC Energy worth $905K as of Q1 2026.
  • Recurrent Investment Advisors bought 1,900 TC Energy shares in Q1 2026, an estimated $115K.
  • TC Energy made up 0.05% of Recurrent Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • Recurrent Investment Advisors first reported a position in TC Energy in Q4 2019 and has held it in 26 quarters since.
  • Recurrent Investment Advisors's TC Energy position peaked at $12.4M in Q3 2025.
  • 682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.