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 Q3	$1.34M	Buy	23,202 +210	+0.9%	+$13.5K	0.02%	558
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Ritholtz Wealth Management's TRP Position: Q3 2026 in Review

Ritholtz Wealth Management increased its TC Energy (TRP) stake by 0.91% in Q3 2026, buying an estimated $13.5K and bringing the position to 23,202 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #558.

Ritholtz Wealth Management first reported a position in TRP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2026. 388 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

Ritholtz Wealth Management held 23,202 shares of TC Energy worth $1.34M as of Q3 2026.
Ritholtz Wealth Management bought 210 TC Energy shares in Q3 2026, an estimated $13.5K.
TC Energy made up 0.02% of Ritholtz Wealth Management's portfolio in Q3 2026, its #558 holding.
Ritholtz Wealth Management first reported a position in TC Energy in Q3 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's TC Energy position peaked at $1.52M in Q2 2026.
388 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.