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Williams Jones Wealth Management’s TC Energy TRP Stock Holding History

Williams Jones Wealth Management’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 		$249K Buy
+3,750
New +$248K ﹤0.01% 477
2026
Q1 		– Sell
-3,695
Closed -$203K – 536
2025
Q4 		$203K Buy
+3,695
New +$197K ﹤0.01% 473
2022
Q2 		– Sell
-3,750
Closed -$212K – 609
2022
Q1 		$212K Buy
+3,750
New +$197K ﹤0.01% 481

Other funds holding TRP

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

Williams Jones Wealth Management's TRP Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in TC Energy (TRP) in Q2 2026: 3,750 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Williams Jones Wealth Management previously reported a position in TRP as recently as Q4 2025.

Williams Jones Wealth Management first reported a position in TRP in Q1 2022 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Williams Jones Wealth Management held 3,750 shares of TC Energy worth $249K as of Q2 2026.
  • TC Energy was a new Williams Jones Wealth Management position in Q2 2026.
  • TC Energy made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Williams Jones Wealth Management first reported a position in TC Energy in Q1 2022 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.