Ritholtz Wealth Management’s TC Energy TRP Stock Holding History

Ritholtz Wealth Management’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	$1.45M	Buy	23,119 +1,575	+7%	+$95K	0.03%	460
2025 Q4	$1.19M	Sell	21,544 -52	-0.2%	-$2.77K	0.02%	466
2025 Q3	$1.18M	Sell	21,596 -65	-0.3%	-$3.26K	0.02%	455
2025 Q2	$1.06M	Sell	21,661 -288	-1%	-$14.1K	0.02%	442
2025 Q1	$1.04M	Sell	21,949 -2,008	-8%	-$93.6K	0.03%	394
2024 Q4	$1.11M	Buy	23,957 +7,412	+45%	+$351K	0.03%	337
2024 Q3	$787K	Buy	+16,545	New	+$719K	0.02%	433

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ritholtz Wealth Management's TRP Position: Q1 2026 in Review

Ritholtz Wealth Management increased its TC Energy (TRP) stake by 7.3% in Q1 2026, buying an estimated $95K and bringing the position to 23,119 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #460.

Ritholtz Wealth Management first reported a position in TRP in Q3 2024 and has held it in 7 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Ritholtz Wealth Management held 23,119 shares of TC Energy worth $1.45M as of Q1 2026.
Ritholtz Wealth Management bought 1,575 TC Energy shares in Q1 2026, an estimated $95K.
TC Energy made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #460 holding.
Ritholtz Wealth Management first reported a position in TC Energy in Q3 2024 and has held it in 7 quarters since.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.