True Wealth Design’s TC Energy TRP Stock Holding History

True Wealth Design’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	$8.88K	Sell	134 -9	-6%	-$595	﹤0.01%	1106
2026 Q1	$8.95K	Buy	143 +18	+14%	+$1.09K	﹤0.01%	1007
2025 Q4	$6.88K	Hold	125	–	–	﹤0.01%	979
2025 Q3	$6.8K	Buy	125 +82	+191%	+$4.12K	﹤0.01%	967
2025 Q2	$2.1K	Sell	43 -4	-9%	-$196	﹤0.01%	1163
2025 Q1	$2.22K	Sell	47 -3	-6%	-$140	﹤0.01%	970
2024 Q4	$2.33K	Buy	50 +3	+6%	+$142	﹤0.01%	700
2024 Q3	$2.23K	Hold	47	–	–	﹤0.01%	759
2024 Q2	$1.78K	Buy	47 +12	+34%	+$455	﹤0.01%	380
2024 Q1	$1.41K	Buy	35 +18	+106%	+$710	﹤0.01%	391
2023 Q4	$665	Hold	17	–	–	﹤0.01%	408
2023 Q3	$585	Buy	17 +3	+21%	+$110	﹤0.01%	397
2023 Q2	$566	Hold	14	–	–	﹤0.01%	408
2023 Q1	$545	Hold	14	–	–	﹤0.01%	506
2022 Q4	$558	Buy	+14	New	+$607	﹤0.01%	434

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

True Wealth Design's TRP Position: Q2 2026 in Review

True Wealth Design reduced its TC Energy (TRP) stake by 6.3% in Q2 2026, selling an estimated $595 and leaving 134 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

True Wealth Design first reported a position in TRP in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.95K in Q1 2026. 702 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

True Wealth Design held 134 shares of TC Energy worth $8.88K as of Q2 2026.
True Wealth Design sold 9 TC Energy shares in Q2 2026, an estimated $595.
TC Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1106 holding.
True Wealth Design first reported a position in TC Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's TC Energy position peaked at $8.95K in Q1 2026.
702 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.