Rothwell Investment Advisors, LLC’s Suncor Energy SU Stock Holding History

Rothwell Investment Advisors, 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	$9.8K	Buy	+144	New	+$9.37K	0.01%	781

Other funds holding SU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Suncor Energy (SU) in Q3 2026: 144 shares worth $9.8K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings.

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

Rothwell Investment Advisors, LLC held 144 shares of Suncor Energy worth $9.8K as of Q3 2026.
Suncor Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Suncor Energy made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #781 holding.
360 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.