SRA
TRGP icon

Secured Retirement Advisors’s Targa Resources TRGP Stock Holding History

Secured Retirement Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,382
Closed -$1.67M – 165
2024
Q4 		$1.67M Sell
9,382
-2,710
-22% -$486K 0.96% 38
2024
Q3 		$1.79M Buy
12,092
+310
+3% +$43.6K 1.29% 33
2024
Q2 		$1.52M Buy
11,782
+681
+6% +$79.7K 1.18% 34
2024
Q1 		$1.24M Buy
+11,101
New +$1.05M 1.05% 38

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secured Retirement Advisors's TRGP Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Targa Resources (TRGP) in Q1 2025, closing a stake of 9,382 shares — an estimated $1.67M sold.

Secured Retirement Advisors first reported a position in TRGP in Q1 2024 and held it in 4 quarters. The position peaked at $1.79M in Q3 2024. 976 funds tracked by Wall St. Rank hold TRGP as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Targa Resources position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 9,382 Targa Resources shares in Q1 2025, an estimated $1.67M.
  • Secured Retirement Advisors first reported a position in Targa Resources in Q1 2024 and held it in 4 quarters.
  • Secured Retirement Advisors's Targa Resources position peaked at $1.79M in Q3 2024.
  • 976 funds tracked by Wall St. Rank held Targa Resources as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.