AE Wealth Management’s Suncor Energy SU Stock Holding History

AE Wealth Management’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 Q2	$267K	Sell	4,975 -421	-8%	-$26.7K	﹤0.01%	1545
2026 Q1	$357K	Buy	5,396 +325	+6%	+$18K	﹤0.01%	1288
2025 Q4	$225K	Buy	5,071 +184	+4%	+$7.78K	﹤0.01%	1470
2025 Q3	$204K	Sell	4,887 -471	-9%	-$18.9K	﹤0.01%	1395
2025 Q2	$201K	Sell	5,358 -196	-4%	-$7.09K	﹤0.01%	1310
2025 Q1	$215K	Buy	+5,554	New	+$212K	﹤0.01%	1247
2024 Q1	–	Sell	-8,503	Closed	-$278K	–	1886
2023 Q4	$278K	Sell	8,503 -423	-5%	-$13.8K	﹤0.01%	1744
2023 Q3	$307K	Buy	8,926 +723	+9%	+$23.2K	﹤0.01%	1602
2023 Q2	$240K	Buy	8,203 +310	+4%	+$9.27K	﹤0.01%	1681
2023 Q1	$245K	Sell	7,893 -1,128	-13%	-$36.7K	﹤0.01%	1642
2022 Q4	$286K	Buy	9,021 +177	+2%	+$5.82K	﹤0.01%	1520
2022 Q3	$249K	Buy	8,844 +61	+0.7%	+$1.93K	﹤0.01%	1543
2022 Q2	$308K	Buy	+8,783	New	+$320K	﹤0.01%	1429

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AE Wealth Management's SU Position: Q2 2026 in Review

AE Wealth Management reduced its Suncor Energy (SU) stake by 7.8% in Q2 2026, selling an estimated $26.7K and leaving 4,975 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

AE Wealth Management first reported a position in SU in Q2 2022 and has held it in 13 quarters since. The position peaked at $357K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

AE Wealth Management held 4,975 shares of Suncor Energy worth $267K as of Q2 2026.
AE Wealth Management sold 421 Suncor Energy shares in Q2 2026, an estimated $26.7K.
Suncor Energy made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1545 holding.
AE Wealth Management first reported a position in Suncor Energy in Q2 2022 and has held it in 13 quarters since.
AE Wealth Management's Suncor Energy position peaked at $357K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.