Atlantic Edge Private Wealth Management’s Suncor Energy SU Stock Holding History

Atlantic Edge Private 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	$42K	Hold	635	–	–	0.01%	251
2025 Q4	$28.2K	Buy	635 +225	+55%	+$9.51K	0.01%	281
2025 Q3	$17.1K	Hold	410	–	–	﹤0.01%	316
2025 Q2	$15.4K	Hold	410	–	–	﹤0.01%	326
2025 Q1	$15.9K	Buy	410 +210	+105%	+$8.01K	﹤0.01%	307
2024 Q4	$7.14K	Hold	200	–	–	﹤0.01%	366
2024 Q3	$7.38K	Hold	200	–	–	﹤0.01%	361
2024 Q2	$7.62K	Hold	200	–	–	﹤0.01%	343
2024 Q1	$7.38K	Hold	200	–	–	﹤0.01%	346
2023 Q4	$6.41K	Buy	+200	New	+$6.53K	﹤0.01%	340

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

Fidelity Investments

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

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

TD Asset Management

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

Fisher Asset Management

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