SWA
TRP icon

SFMG Wealth Advisors’s TC Energy TRP Stock Holding History

SFMG Wealth 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
Q2 		$214K Hold
3,224
– – 0.01% 301
2026
Q1 		$202K Buy
+3,224
New +$194K 0.01% 298
2022
Q3 		– Sell
-5,954
Closed -$308K – 270
2022
Q2 		$308K Hold
5,954
– – 0.04% 175
2022
Q1 		$336K Buy
+5,954
New +$313K 0.03% 188

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

SFMG Wealth Advisors's TRP Position: Q2 2026 in Review

SFMG Wealth Advisors held its TC Energy (TRP) position steady in Q2 2026 at 3,224 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #301.

SFMG Wealth Advisors first reported a position in TRP in Q1 2022 and has held it in 4 quarters since. The position peaked at $336K in Q1 2022. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • SFMG Wealth Advisors held 3,224 shares of TC Energy worth $214K as of Q2 2026.
  • SFMG Wealth Advisors left its TC Energy share count unchanged in Q2 2026.
  • TC Energy made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • SFMG Wealth Advisors first reported a position in TC Energy in Q1 2022 and has held it in 4 quarters since.
  • SFMG Wealth Advisors's TC Energy position peaked at $336K in Q1 2022.
  • 702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.