Souders Financial Advisors’s TC Energy TRP Stock Holding History

Souders Financial 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	$975K	Sell	14,701 -882	-6%	-$58.3K	0.1%	101
2026 Q1	$975K	Sell	15,583 -2,885	-16%	-$174K	0.11%	94
2025 Q4	$1.02M	Sell	18,468 -899	-5%	-$48K	0.12%	88
2025 Q3	$1.05M	Sell	19,367 -3,187	-14%	-$160K	0.13%	83
2025 Q2	$1.1M	Sell	22,554 -9,457	-30%	-$464K	0.14%	80
2025 Q1	$1.51M	Sell	32,011 -28,037	-47%	-$1.31M	0.21%	70
2024 Q4	$2.79M	Sell	60,048 -25,769	-30%	-$1.22M	0.39%	60
2024 Q3	$4.08M	Buy	85,817 +396	+0.5%	+$17.2K	0.57%	51
2024 Q2	$3.24M	Buy	85,421 +2,721	+3%	+$103K	0.49%	58
2024 Q1	$3.32M	Buy	+82,700	New	+$3.26M	0.52%	55

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

Souders Financial Advisors's TRP Position: Q2 2026 in Review

Souders Financial Advisors reduced its TC Energy (TRP) stake by 5.7% in Q2 2026, selling an estimated $58.3K and leaving 14,701 shares worth $975K. The position accounts for 0.1% of the portfolio, ranked #101.

Souders Financial Advisors first reported a position in TRP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.08M in Q3 2024. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Souders Financial Advisors held 14,701 shares of TC Energy worth $975K as of Q2 2026.
Souders Financial Advisors sold 882 TC Energy shares in Q2 2026, an estimated $58.3K.
TC Energy made up 0.1% of Souders Financial Advisors's portfolio in Q2 2026, its #101 holding.
Souders Financial Advisors first reported a position in TC Energy in Q1 2024 and has held it in 10 quarters since.
Souders Financial Advisors's TC Energy position peaked at $4.08M in Q3 2024.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.