SWIM
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Smallwood Wealth Investment Management’s TC Energy TRP Stock Holding History

Smallwood Wealth Investment 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
Q2 		$32.2K Hold
485
– – 0.01% 234
2026
Q1 		$30.4K Hold
485
– – 0.02% 226
2025
Q4 		$26.7K Hold
485
– – 0.01% 234
2025
Q3 		$26.4K Hold
485
– – 0.01% 237
2025
Q2 		$23.7K Hold
485
– – 0.01% 240
2025
Q1 		$22.9K Buy
+485
New +$22.6K 0.01% 236

Other funds holding TRP

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Smallwood Wealth Investment Management's TRP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its TC Energy (TRP) position steady in Q2 2026 at 485 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #234.

Smallwood Wealth Investment Management first reported a position in TRP in Q1 2025 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Smallwood Wealth Investment Management held 485 shares of TC Energy worth $32.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its TC Energy share count unchanged in Q2 2026.
  • TC Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #234 holding.
  • Smallwood Wealth Investment Management first reported a position in TC Energy in Q1 2025 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.