TC Energy Corporation
CA ˙ TSX ˙ CA87807B1076
95,75 CAD ↑1,51 (1,60%)
2026-06-04
CENA AKCJI
SecurityCA:TRP / TC Energy Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership9,412 shares
Latest Disclosed Value $ 589,185
AE Wealth Management LLC reports 11.64% increase in ownership of TRP / TC Energy Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 9,412 shares of TC Energy Corporation (CA:TRP) valued at $819,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,431 shares of TC Energy Corporation. This represents a change in shares of 11.64% during the quarter. The current value of the position is $901,199 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F TC ENERGY COM 87807B107 9,412 981 11.64 589 27.21 0.0032
2026-01-26 2025-12-31 13F TC ENERGY COM 87807B107 8,431 801 10.50 464 11.57 0.0027
2025-11-03 2025-09-30 13F TC ENERGY COM 87807B107 7,630 530 7.46 415 19.94 0.0026
2025-08-06 2025-06-30 13F TC ENERGY COM 87807B107 7,100 196 2.84 346 6.46 0.0025
2025-05-06 2025-03-31 13F TC ENERGY COM 87807B107 6,904 -1,159 -14.37 326 -13.33 0.0027
2025-02-13 2024-12-31 13F TC ENERGY COM 87807B107 8,063 78 0.98 375 -1.06 0.0032
2024-11-14 2024-09-30 13F TC ENERGY COM 87807B107 7,985 -565 -6.61 380 16.98 0.0034
2024-08-12 2024-06-30 13F TC ENERGY COM 87807B107 8,550 738 9.45 324 3.18 0.0032
2024-05-15 2024-03-31 13F TC ENERGY COM 87807B107 7,812 -60,659 -88.59 314 -88.36 0.0035
2024-02-14 2023-12-31 13F TC ENERGY COM 87807B107 68,471 33,631 96.53 2,697 125.13 0.0138
2023-10-11 2023-09-30 13F TC ENERGY COM 87807B107 34,840 -546 -1.54 1,199 -16.17 0.0072
2023-07-10 2023-06-30 13F TC ENERGY COM 87807B107 35,386 -11,494 -24.52 1,430 -21.66 0.0086
2023-04-14 2023-03-31 13F TC ENERGY COM 87807B107 46,880 7,971 20.49 1,824 17.68 0.0117
2023-01-31 2022-12-31 13F TC ENERGY COM 87807B107 38,909 7,266 22.96 1,551 21.57 0.0112
2022-10-25 2022-09-30 13F TC ENERGY COM 87807B107 31,643 2,545 8.75 1,275 -15.45 0.0101
2022-08-03 2022-06-30 13F TC ENERGY COM 87807B107 29,098 1,874 6.88 1,508 -1.82 0.0121
2022-04-18 2022-03-31 13F TC ENERGY COM 87807B107 27,224 1,626 6.35 1,536 28.97 0.0105
2022-01-20 2021-12-31 13F TC ENERGY COM 87807B107 25,598 593 2.37 1,191 -0.92 0.0083
2021-11-01 2021-09-30 13F TC ENERGY COM 87807B107 25,005 2,403 10.63 1,202 7.42 0.0099
2021-07-21 2021-06-30 13F TC ENERGY COM 87807B107 22,602 5,739 34.03 1,119 45.14 0.0098
2021-04-27 2021-03-31 13F TC ENERGY COM 87807B107 16,863 160 0.96 771 13.38 0.0078
2021-02-01 2020-12-31 13F TC ENERGY COM 87807B107 16,703 -1,591 -8.70 680 -11.57 0.0077
2020-11-06 2020-09-30 13F TC ENERGY COM 87807B107 18,294 2,551 16.20 769 13.93 0.0110
2020-08-05 2020-06-30 13F TC ENERGY COM 87807B107 15,743 5,007 46.64 675 41.81 0.0104
2020-05-07 2020-03-31 13F TC ENERGY COM 87807B107 10,736 456 4.44 476 -13.14 0.0109
2020-01-15 2019-12-31 13F TC ENERGY COM 87807B107 10,280 2,254 28.08 548 31.73 0.0119
2019-11-05 2019-09-30 13F TC ENERGY COM 87807B107 8,026 8,026 416 0.0120
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.