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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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. 706 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.
706 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.