Wealthspire Advisors (New York)’s TC Energy TRP Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,331	Closed	-$72.4K	–	2751
2025 Q3	$72.4K	Buy	+1,331	New	+$66.8K	﹤0.01%	1116
2024 Q1	–	Sell	-14,383	Closed	-$562K	–	668
2023 Q4	$562K	Buy	14,383 +300	+2%	+$10.9K	0.01%	401
2023 Q3	$485K	Hold	14,083	–	–	0.01%	400
2023 Q2	$569K	Hold	14,083	–	–	0.01%	339
2023 Q1	$548K	Sell	14,083 -2,095	-13%	-$85.3K	0.01%	338
2022 Q4	$645K	Sell	16,178 -205	-1%	-$8.89K	0.01%	341
2022 Q3	$660K	Hold	16,383	–	–	0.01%	295
2022 Q2	$849K	Buy	+16,383	New	+$915K	0.02%	230
2020 Q2	–	Sell	-6,793	Closed	-$301K	–	504
2020 Q1	$301K	Buy	+6,793	New	+$344K	0.01%	382
2019 Q1	–	Sell	-507	Closed	-$18K	–	723
2018 Q4	$18K	Buy	+507	New	+$20K	﹤0.01%	367

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s TRP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TC Energy (TRP) in Q4 2025, closing a stake of 1,331 shares — an estimated $72.4K sold.

Wealthspire Advisors (New York) first reported a position in TRP in Q4 2018 and held it in 10 quarters. The position peaked at $849K in Q2 2022. 639 funds tracked by Wall St. Rank hold TRP as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining TC Energy position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,331 TC Energy shares in Q4 2025, an estimated $72.4K.
Wealthspire Advisors (New York) first reported a position in TC Energy in Q4 2018 and held it in 10 quarters.
Wealthspire Advisors (New York)'s TC Energy position peaked at $849K in Q2 2022.
639 funds tracked by Wall St. Rank held TC Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.