Arkadios Wealth Advisors’s Suncor Energy SU Stock Holding History

Arkadios 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	$1.33M	Buy	20,184 +1,501	+8%	+$83K	0.02%	663
2025 Q4	$829K	Sell	18,683 -7	-0%	-$296	0.02%	778
2025 Q3	$781K	Sell	18,690 -268	-1%	-$10.8K	0.02%	745
2025 Q2	$710K	Sell	18,958 -6,789	-26%	-$246K	0.02%	714
2025 Q1	$997K	Buy	25,747 +6,668	+35%	+$254K	0.04%	458
2024 Q4	$681K	Buy	19,079 +487	+3%	+$18.7K	0.04%	432
2024 Q3	$686K	Sell	18,592 -8	-0%	-$309	0.04%	429
2024 Q2	$709K	Buy	+18,600	New	+$719K	0.05%	366
2020 Q2	–	Sell	-7	Closed	-$111	–	1132
2020 Q1	$111	Buy	+7	New	+$184	﹤0.01%	1142

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

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

Arkadios Wealth Advisors increased its Suncor Energy (SU) stake by 8% in Q1 2026, buying an estimated $83K and bringing the position to 20,184 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #663.

Arkadios Wealth Advisors first reported a position in SU in Q1 2020 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Arkadios Wealth Advisors held 20,184 shares of Suncor Energy worth $1.33M as of Q1 2026.
Arkadios Wealth Advisors bought 1,501 Suncor Energy shares in Q1 2026, an estimated $83K.
Suncor Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #663 holding.
Arkadios Wealth Advisors first reported a position in Suncor Energy in Q1 2020 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.