Avion Wealth’s Suncor Energy SU Stock Holding History

Avion Wealth’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 Q3	$1K	Hold	24	–	–	﹤0.01%	1330
2026 Q2	$1K	Hold	24	–	–	﹤0.01%	1345
2026 Q1	$1K	Hold	24	–	–	﹤0.01%	1144
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	1132
2025 Q3	$1K	Hold	24	–	–	﹤0.01%	1106
2025 Q2	$0	Hold	24	–	–	﹤0.01%	1589
2025 Q1	$0	Buy	+24	New	+$916	﹤0.01%	1343
2024 Q4	–	Sell	-24	Closed	–	–	1266
2024 Q3	$0	Hold	24	–	–	﹤0.01%	1315
2024 Q2	$0	Hold	24	–	–	﹤0.01%	1236
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	1084
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	970
2023 Q3	$0	Hold	24	–	–	﹤0.01%	1179
2023 Q2	$0	Hold	24	–	–	﹤0.01%	1015
2023 Q1	$0	Buy	+24	New	+$781	﹤0.01%	760

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Avion Wealth's SU Position: Q3 2026 in Review

Avion Wealth held its Suncor Energy (SU) position steady in Q3 2026 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Avion Wealth first reported a position in SU in Q1 2023 and has held it in 14 quarters since. 455 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Avion Wealth held 24 shares of Suncor Energy worth $1K as of Q3 2026.
Avion Wealth left its Suncor Energy share count unchanged in Q3 2026.
Suncor Energy made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1330 holding.
Avion Wealth first reported a position in Suncor Energy in Q1 2023 and has held it in 14 quarters since.
455 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.