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 Q2	$1M	Sell	18,670 -1,514	-8%	-$95.9K	0.02%	801
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 $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

Arkadios Wealth Advisors's SU Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Suncor Energy (SU) stake by 7.5% in Q2 2026, selling an estimated $95.9K and leaving 18,670 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #801.

Arkadios Wealth Advisors first reported a position in SU in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Arkadios Wealth Advisors held 18,670 shares of Suncor Energy worth $1M as of Q2 2026.
Arkadios Wealth Advisors sold 1,514 Suncor Energy shares in Q2 2026, an estimated $95.9K.
Suncor Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #801 holding.
Arkadios Wealth Advisors first reported a position in Suncor Energy in Q1 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Suncor Energy position peaked at $1.33M in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.