Valtinson Bruner Financial Planning’s TC Energy TRP Stock Holding History

Valtinson Bruner Financial Planning’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	$399K	Hold	6,021	–	–	0.1%	107
2026 Q1	$377K	Hold	6,021	–	–	0.1%	102
2025 Q4	$331K	Hold	6,021	–	–	0.1%	109
2025 Q3	$328K	Hold	6,021	–	–	0.1%	106
2025 Q2	$294K	Hold	6,021	–	–	0.09%	112
2025 Q1	$284K	Hold	6,021	–	–	0.1%	108
2024 Q4	$280K	Hold	6,021	–	–	0.1%	117
2024 Q3	$286K	Buy	+6,021	New	+$262K	0.1%	111

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

Valtinson Bruner Financial Planning's TRP Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its TC Energy (TRP) position steady in Q2 2026 at 6,021 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #107.

Valtinson Bruner Financial Planning first reported a position in TRP in Q3 2024 and has held it in 8 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Valtinson Bruner Financial Planning held 6,021 shares of TC Energy worth $399K as of Q2 2026.
Valtinson Bruner Financial Planning left its TC Energy share count unchanged in Q2 2026.
TC Energy made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #107 holding.
Valtinson Bruner Financial Planning first reported a position in TC Energy in Q3 2024 and has held it in 8 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.