Avantax Advisory Services’s Suncor Energy SU Stock Holding History

Avantax Advisory Services’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
2025 Q2	$622K	Buy	16,610 +2,980	+22%	+$108K	﹤0.01%	1462
2025 Q1	$528K	Sell	13,630 -989	-7%	-$37.7K	﹤0.01%	1470
2024 Q4	$522K	Sell	14,619 -1,501	-9%	-$57.8K	﹤0.01%	1413
2024 Q3	$595K	Buy	16,120 +350	+2%	+$13.5K	﹤0.01%	1302
2024 Q2	$601K	Buy	+15,770	New	+$609K	﹤0.01%	1255
2024 Q1	–	Sell	-6,389	Closed	-$205K	–	1733
2023 Q4	$205K	Buy	+6,389	New	+$209K	﹤0.01%	1468
2023 Q2	–	Sell	-7,623	Closed	-$237K	–	1573
2023 Q1	$237K	Buy	7,623 +136	+2%	+$4.42K	﹤0.01%	1281
2022 Q4	$238K	Buy	+7,487	New	+$246K	﹤0.01%	1233

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's SU Position: Q2 2025 in Review

Avantax Advisory Services increased its Suncor Energy (SU) stake by 22% in Q2 2025, buying an estimated $108K and bringing the position to 16,610 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Avantax Advisory Services first reported a position in SU in Q4 2022 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Avantax Advisory Services held 16,610 shares of Suncor Energy worth $622K as of Q2 2025.
Avantax Advisory Services bought 2,980 Suncor Energy shares in Q2 2025, an estimated $108K.
Suncor Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1462 holding.
Avantax Advisory Services first reported a position in Suncor Energy in Q4 2022 and has held it in 8 quarters since.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.