Windsor Advisory Group’s TC Energy TRP Stock Holding History

Windsor Advisory Group’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
2024 Q4	–	Sell	-12,515	Closed	-$595K	–	101
2024 Q3	$595K	Hold	12,515	–	–	0.67%	31
2024 Q2	$474K	Sell	12,515 -316	-2%	-$12K	0.95%	22
2024 Q1	$516K	Buy	12,831 +316	+3%	+$12.5K	1.45%	20
2023 Q4	$489K	Hold	12,515	–	–	1.46%	22
2023 Q3	$431K	Hold	12,515	–	–	1.02%	25
2023 Q2	$506K	Hold	12,515	–	–	1.25%	21
2023 Q1	$487K	Hold	12,515	–	–	1.17%	22
2022 Q4	$499K	Buy	+12,515	New	+$543K	1.32%	21

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Windsor Advisory Group's TRP Position: Q4 2024 in Review

Windsor Advisory Group sold out of TC Energy (TRP) in Q4 2024, closing a stake of 12,515 shares — an estimated $595K sold.

Windsor Advisory Group first reported a position in TRP in Q4 2022 and held it in 8 quarters. The position peaked at $595K in Q3 2024. 599 funds tracked by Wall St. Rank hold TRP as of Q4 2024.

Windsor Advisory Group reported no remaining TC Energy position as of Q4 2024 after selling out during the quarter.
Windsor Advisory Group sold 12,515 TC Energy shares in Q4 2024, an estimated $595K.
Windsor Advisory Group first reported a position in TC Energy in Q4 2022 and held it in 8 quarters.
Windsor Advisory Group's TC Energy position peaked at $595K in Q3 2024.
599 funds tracked by Wall St. Rank held TC Energy as of Q4 2024.

Based on Windsor Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.