Twin Peaks Wealth Advisors’s TC Energy TRP Stock Holding History

Twin Peaks 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 Q1	$52.8K	Buy	+843	New	+$50.8K	0.01%	427
2025 Q3	–	Sell	-452	Closed	-$22.6K	–	1968
2025 Q2	$22.6K	Buy	+452	New	+$22.2K	0.01%	562

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's TRP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in TC Energy (TRP) in Q1 2026: 843 shares worth $52.8K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TRP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TRP in Q2 2025 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold TRP as of Q1 2026.

Twin Peaks Wealth Advisors held 843 shares of TC Energy worth $52.8K as of Q1 2026.
TC Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
TC Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #427 holding.
Twin Peaks Wealth Advisors first reported a position in TC Energy in Q2 2025 and has held it in 2 quarters since.
682 funds tracked by Wall St. Rank held TC Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.