AWE
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Avidian Wealth Enterprises’s Suncor Energy SU Stock Holding History

Avidian Wealth Enterprises’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 		$297K Sell
4,499
-605
-12% -$33.4K 0.01% 545
2025
Q4 		$226K Buy
+5,104
New +$216K 0.01% 535

Other funds holding SU

Royal Bank of Canada
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
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
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
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

Avidian Wealth Enterprises's SU Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its Suncor Energy (SU) stake by 12% in Q1 2026, selling an estimated $33.4K and leaving 4,499 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #545.

Avidian Wealth Enterprises first reported a position in SU in Q4 2025 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Avidian Wealth Enterprises held 4,499 shares of Suncor Energy worth $297K as of Q1 2026.
  • Avidian Wealth Enterprises sold 605 Suncor Energy shares in Q1 2026, an estimated $33.4K.
  • Suncor Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #545 holding.
  • Avidian Wealth Enterprises first reported a position in Suncor Energy in Q4 2025 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.