TRP β€” TC ENERGY CORP

Ownership history in Lee Financial Co  Β·  17 quarters on record

AI Ownership Summary

Lee Financial Co reported TC ENERGY CORP (TRP) in 17 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.11% in 2025 Q3. The latest visible filing shows TRP at 0.11% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lee Financial Co'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
2025 Q3

TRP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 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.

How Lee Financial Co held TRP β€” position size vs. price
% of Fund (quarterly)    TRP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 16,814 +8,629 +105.4% 0.11% $915K 2025-11-04 $49.79
2024 Q4 ADDED 8,185 +246 +3.1% 0.05% $381K 2025-01-30 $44.13
2024 Q3 ADDED 7,939 +2,414 +43.7% 0.05% $378K 2024-11-14 $47.05
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lee Financial Co and TRP

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

How long has Lee Financial Co reported owning TRP?

Lee Financial Co reported TRP across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported TRP position in Lee Financial Co's portfolio?

The largest reported portfolio weight for TRP was 0.11% in 2025 Q3.

What is the latest reported TRP position on this page?

The most recent filing on this page is 2025 Q3, when Lee Financial Co reported 16,814 shares, equal to 0.11% of portfolio, with an estimated market value of $915K.

What does the chart on this TRP ownership page compare?

The chart compares Lee Financial Co'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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