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 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 $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AE Wealth Management's SU Position: Q1 2026 in Review

AE Wealth Management increased its Suncor Energy (SU) stake by 6.4% in Q1 2026, buying an estimated $18K and bringing the position to 5,396 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

AE Wealth Management first reported a position in SU in Q2 2022 and has held it in 12 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

AE Wealth Management held 5,396 shares of Suncor Energy worth $357K as of Q1 2026.
AE Wealth Management bought 325 Suncor Energy shares in Q1 2026, an estimated $18K.
Suncor Energy made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1288 holding.
AE Wealth Management first reported a position in Suncor Energy in Q2 2022 and has held it in 12 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.