Superior Planning, LLC’s Suncor Energy SU Stock Holding History

Superior Planning, LLC’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.16K	Buy	+76	New	+$4.94K	﹤0.01%	1191

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's SU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Suncor Energy (SU) in Q3 2026: 76 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

532 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Superior Planning, LLC held 76 shares of Suncor Energy worth $5.16K as of Q3 2026.
Suncor Energy was a new Superior Planning, LLC position in Q3 2026.
Suncor Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1191 holding.
532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.