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
Q2 		$205K Sell
3,821
-678
-15% -$42.9K 0.01% 700
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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Avidian Wealth Enterprises's SU Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Suncor Energy (SU) stake by 15% in Q2 2026, selling an estimated $42.9K and leaving 3,821 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #700.

Avidian Wealth Enterprises first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Avidian Wealth Enterprises held 3,821 shares of Suncor Energy worth $205K as of Q2 2026.
  • Avidian Wealth Enterprises sold 678 Suncor Energy shares in Q2 2026, an estimated $42.9K.
  • Suncor Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #700 holding.
  • Avidian Wealth Enterprises first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Suncor Energy position peaked at $297K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.