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 Q3	$8.72K	Buy	151 +17	+13%	+$1.09K	﹤0.01%	1132
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	$2.24K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

True Wealth Design's TRP Position: Q3 2026 in Review

True Wealth Design increased its TC Energy (TRP) stake by 13% in Q3 2026, buying an estimated $1.09K and bringing the position to 151 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

True Wealth Design first reported a position in TRP in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.95K in Q1 2026. 131 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

True Wealth Design held 151 shares of TC Energy worth $8.72K as of Q3 2026.
True Wealth Design bought 17 TC Energy shares in Q3 2026, an estimated $1.09K.
TC Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1132 holding.
True Wealth Design first reported a position in TC Energy in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's TC Energy position peaked at $8.95K in Q1 2026.
131 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.