Spire Wealth Management’s TC Energy TRP Stock Holding History

Spire Wealth 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	$66.3K	Sell	1,000 -500	-33%	-$33.1K	﹤0.01%	1096
2026 Q1	$93.9K	Sell	1,500 -1,000	-40%	-$60.3K	﹤0.01%	978
2025 Q4	$138K	Sell	2,500 -271	-10%	-$14.5K	﹤0.01%	899
2025 Q3	$151K	Buy	2,771 +1,700	+159%	+$85.3K	0.01%	867
2025 Q2	$52.3K	Sell	1,071 -1,100	-51%	-$54K	﹤0.01%	1179
2025 Q1	$102K	Buy	2,171 +1,100	+103%	+$51.3K	﹤0.01%	1026
2024 Q4	$49.8K	Sell	1,071 -600	-36%	-$28.4K	﹤0.01%	1289
2024 Q3	$79.5K	Sell	1,671 -768	-31%	-$33.4K	﹤0.01%	986
2024 Q2	$92.4K	Hold	2,439	–	–	﹤0.01%	914
2024 Q1	$98K	Buy	2,439 +512	+27%	+$20.2K	﹤0.01%	996
2023 Q4	$74.7K	Sell	1,927 -1,200	-38%	-$43.7K	﹤0.01%	1076
2023 Q3	$108K	Sell	3,127 -28	-0.9%	-$1.03K	﹤0.01%	933
2023 Q2	$127K	Buy	3,155 +137	+5%	+$5.59K	﹤0.01%	894
2023 Q1	$117K	Buy	3,018 +1,515	+101%	+$61.7K	﹤0.01%	913
2022 Q4	$60K	Buy	1,503 +32	+2%	+$1.39K	﹤0.01%	926
2022 Q3	$59K	Sell	1,471 -1,617	-52%	-$80.2K	﹤0.01%	895
2022 Q2	$160K	Sell	3,088 -1,838	-37%	-$103K	0.01%	842
2022 Q1	$278K	Sell	4,926 -24	-0.5%	-$1.26K	0.01%	749
2021 Q4	$230K	Hold	4,950	–	–	0.01%	1034
2021 Q3	$238K	Sell	4,950 -150	-3%	-$7.27K	0.01%	856
2021 Q2	$253K	Sell	5,100 -227	-4%	-$11.4K	0.01%	851
2021 Q1	$244K	Buy	+5,327	New	+$236K	0.01%	972

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

Spire Wealth Management's TRP Position: Q2 2026 in Review

Spire Wealth Management reduced its TC Energy (TRP) stake by 33% in Q2 2026, selling an estimated $33.1K and leaving 1,000 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Spire Wealth Management first reported a position in TRP in Q1 2021 and has held it in 22 quarters since. The position peaked at $278K in Q1 2022. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Spire Wealth Management held 1,000 shares of TC Energy worth $66.3K as of Q2 2026.
Spire Wealth Management sold 500 TC Energy shares in Q2 2026, an estimated $33.1K.
TC Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1096 holding.
Spire Wealth Management first reported a position in TC Energy in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's TC Energy position peaked at $278K in Q1 2022.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.