Turtle Creek Wealth Advisors’s TC Energy TRP Stock Holding History

Turtle Creek Wealth 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	$1.16M	Buy	17,545 +134	+0.8%	+$8.86K	0.06%	151
2026 Q1	$1.09M	Hold	17,411	–	–	0.08%	140
2025 Q4	$958K	Buy	17,411 +6,219	+56%	+$332K	0.08%	155
2025 Q3	$609K	Sell	11,192 -11	-0.1%	-$552	0.05%	194
2025 Q2	$547K	Buy	+11,203	New	+$550K	0.06%	162

Other funds holding TRP

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Turtle Creek Wealth Advisors's TRP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its TC Energy (TRP) stake by 0.77% in Q2 2026, buying an estimated $8.86K and bringing the position to 17,545 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #151.

Turtle Creek Wealth Advisors first reported a position in TRP in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Turtle Creek Wealth Advisors held 17,545 shares of TC Energy worth $1.16M as of Q2 2026.
Turtle Creek Wealth Advisors bought 134 TC Energy shares in Q2 2026, an estimated $8.86K.
TC Energy made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Turtle Creek Wealth Advisors first reported a position in TC Energy in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.