Sovereign Investment Advisors’s TC Energy TRP Stock Holding History

Sovereign Investment 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	$3.69M	Hold	55,254	–	–	0.69%	30
2026 Q1	$3.48M	Buy	55,254 +2,688	+5%	+$162K	0.74%	30
2025 Q4	$2.93M	Sell	52,566 -2,688	-5%	-$143K	0.73%	28
2025 Q3	$3.01M	Hold	55,254	–	–	0.82%	26
2025 Q2	$2.69M	Hold	55,254	–	–	0.74%	26
2025 Q1	$2.22M	Hold	55,254	–	–	0.77%	26
2024 Q4	$2.57M	Hold	55,254	–	–	0.77%	26
2024 Q3	$2.63M	Hold	55,254	–	–	0.86%	26
2024 Q2	$2.17M	Hold	55,254	–	–	0.81%	26
2024 Q1	$2.22M	Hold	55,254	–	–	0.77%	27
2023 Q4	$2.17M	Hold	55,254	–	–	0.81%	26
2023 Q3	$1.91M	Hold	55,254	–	–	0.75%	26
2023 Q2	$2.24M	Hold	55,254	–	–	0.84%	26
2023 Q1	$2.15M	Hold	55,254	–	–	0.85%	27
2022 Q4	$2.2M	Hold	55,254	–	–	0.92%	26
2022 Q3	$2.24M	Hold	55,254	–	–	1%	25
2022 Q2	$2.86M	Hold	55,254	–	–	1.24%	24
2022 Q1	$3.12M	Hold	55,254	–	–	1.23%	21
2021 Q4	$2.57M	Hold	55,254	–	–	1%	21
2021 Q3	$2.66M	Hold	55,254	–	–	1.06%	21
2021 Q2	$2.74M	Hold	55,254	–	–	1.03%	22
2021 Q1	$2.53M	Buy	+55,254	New	+$2.45M	1.01%	21

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

Sovereign Investment Advisors's TRP Position: Q2 2026 in Review

Sovereign Investment Advisors held its TC Energy (TRP) position steady in Q2 2026 at 55,254 shares worth $3.69M. The position accounts for 0.69% of the portfolio, ranked #30.

Sovereign Investment Advisors first reported a position in TRP in Q1 2021 and has held it in 22 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Sovereign Investment Advisors held 55,254 shares of TC Energy worth $3.69M as of Q2 2026.
Sovereign Investment Advisors left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.69% of Sovereign Investment Advisors's portfolio in Q2 2026, its #30 holding.
Sovereign Investment Advisors first reported a position in TC Energy in Q1 2021 and has held it in 22 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.