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 Q2	$1.52M	Sell	22,992 -127	-0.5%	-$8.4K	0.02%	499
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 $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

Ritholtz Wealth Management's TRP Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its TC Energy (TRP) stake by 0.55% in Q2 2026, selling an estimated $8.4K and leaving 22,992 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #499.

Ritholtz Wealth Management first reported a position in TRP in Q3 2024 and has held it in 8 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Ritholtz Wealth Management held 22,992 shares of TC Energy worth $1.52M as of Q2 2026.
Ritholtz Wealth Management sold 127 TC Energy shares in Q2 2026, an estimated $8.4K.
TC Energy made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #499 holding.
Ritholtz Wealth Management first reported a position in TC Energy in Q3 2024 and has held it in 8 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.