ATWOOD & PALMER INC TRP — TC ENERGY CORP

Ownership history in ATWOOD & PALMER INC  ·  6 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported TC ENERGY CORP (TRP) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows TRP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in TC ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TRP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TRP stock page ATWOOD & PALMER INC fund profile ATWOOD & PALMER INC full holdings
How ATWOOD & PALMER INC held TRP — position size vs. price
% of Fund (quarterly)    TRP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 1,895 — 0% 0.01% $109K 2026-10-08 $59.98
2026 Q2 UNCHANGED — — — 1,895 — 0% 0.01% $126K 2026-07-08 $68.25
2026 Q1 UNCHANGED — — — 1,895 — 0% 0.01% $119K 2026-04-15 $59.69
2025 Q4 UNCHANGED — — — 1,895 — 0% 0.01% $104K 2026-01-28 $56.46
2025 Q3 REDUCED 7.1% +2.6% ❌ 1,895 -145 -7.1% 0.01% $103K 2025-10-15 $50.22
2025 Q2 INITIATED — — — 2,040 — — 0.01% $100K 2025-07-08 $45.83

🏢 Other funds also holding TRP

As of 2026 Q3 — sorted by position size

SL ADVISORS, LLC 3Y 7Y 2.58% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.02% Addenda Capital Inc. 3Y 7Y 1.86% HF Advisory Group, LLC 3Y 1.52% Lipe & Dalton 3Y 7Y 1.34% Dakota Community Bank & Trust NA 3Y 0.64% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.56% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.52% First County Bank /CT/ 3Y 0.45% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.42%

FAQ About ATWOOD & PALMER INC and TRP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning TRP?

ATWOOD & PALMER INC reported TRP across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported TRP position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for TRP was 0.01% in 2026 Q2.

What is the latest reported TRP position on this page?

The most recent filing on this page is 2026 Q3, when ATWOOD & PALMER INC reported 1,895 shares, equal to 0.01% of portfolio, with an estimated market value of $109K.

What does the chart on this TRP ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly TRP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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