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SIMA Wealth Partners’s TC Energy TRP Stock Holding History

SIMA Wealth Partners’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
2025
Q3 		– Sell
-425
Closed -$20.7K – 178
2025
Q2 		$20.7K Hold
425
– – 0.02% 102
2025
Q1 		$20.1K Buy
+425
New +$19.8K 0.02% 117

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Bank of Montreal
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

SIMA Wealth Partners's TRP Position: Q3 2025 in Review

SIMA Wealth Partners sold out of TC Energy (TRP) in Q3 2025, closing a stake of 425 shares — an estimated $20.7K sold.

SIMA Wealth Partners first reported a position in TRP in Q1 2025 and held it in 2 quarters. The position peaked at $20.7K in Q2 2025. 597 funds tracked by Wall St. Rank hold TRP as of Q3 2025.

  • SIMA Wealth Partners reported no remaining TC Energy position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 425 TC Energy shares in Q3 2025, an estimated $20.7K.
  • SIMA Wealth Partners first reported a position in TC Energy in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's TC Energy position peaked at $20.7K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held TC Energy as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.