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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Souders Financial Advisors's TRP Position: Q1 2026 in Review

Souders Financial Advisors reduced its TC Energy (TRP) stake by 16% in Q1 2026, selling an estimated $174K and leaving 15,583 shares worth $975K. The position accounts for 0.11% of the portfolio, ranked #94.

Souders Financial Advisors first reported a position in TRP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q3 2024. 683 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Souders Financial Advisors held 15,583 shares of TC Energy worth $975K as of Q1 2026.
Souders Financial Advisors sold 2,885 TC Energy shares in Q1 2026, an estimated $174K.
TC Energy made up 0.11% of Souders Financial Advisors's portfolio in Q1 2026, its #94 holding.
Souders Financial Advisors first reported a position in TC Energy in Q1 2024 and has held it in 9 quarters since.
Souders Financial Advisors's TC Energy position peaked at $4.08M in Q3 2024.
683 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.