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Acumen Wealth Advisors’s Suncor Energy SU Stock Holding History

Acumen Wealth Advisors’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
Q1 		– Sell
-49
Closed -$2.17K – 562
2025
Q4 		$2.17K Buy
+49
New +$2.07K ﹤0.01% 428

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acumen Wealth Advisors's SU Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 49 shares — an estimated $2.17K sold.

Acumen Wealth Advisors first reported a position in SU in Q4 2025 and held it in 1 quarter. The position peaked at $2.17K in Q4 2025. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 49 Suncor Energy shares in Q1 2026, an estimated $2.17K.
  • Acumen Wealth Advisors first reported a position in Suncor Energy in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Suncor Energy position peaked at $2.17K in Q4 2025.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.