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Roehl & Yi Investment Advisors’s TC Energy TRP Stock Holding History

Roehl & Yi 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 		– Sell
-3,673
Closed -$202K – 193
2025
Q4 		$202K Buy
+3,673
New +$196K 0.08% 157

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Roehl & Yi Investment Advisors's TRP Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of TC Energy (TRP) in Q1 2026, closing a stake of 3,673 shares — an estimated $202K sold.

Roehl & Yi Investment Advisors first reported a position in TRP in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 685 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining TC Energy position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,673 TC Energy shares in Q1 2026, an estimated $202K.
  • Roehl & Yi Investment Advisors first reported a position in TC Energy in Q4 2025 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's TC Energy position peaked at $202K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.