Caldwell Investment Management’s Cenovus Energy CVE Stock Holding History

Caldwell Investment Management’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.74M	Buy	290,800 +180,000	+162%	+$3.84M	3.03%	9
2025 Q4	$1.89M	Hold	110,800	–	–	1.16%	14
2025 Q3	$1.91M	Buy	+110,800	New	+$1.73M	1.26%	15
2023 Q1	–	Sell	-152,400	Closed	-$2.96M	–	25
2022 Q4	$2.96M	Sell	152,400 -95,600	-39%	-$1.83M	3.13%	9
2022 Q3	$3.87M	Buy	248,000 +14,600	+6%	+$259K	4.71%	7
2022 Q2	$5.72M	Sell	233,400 -391,600	-63%	-$7.79M	5.74%	8
2022 Q1	$10.4M	Buy	+625,000	New	+$9.48M	8.23%	6

Other funds holding CVE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caldwell Investment Management's CVE Position: Q1 2026 in Review

Caldwell Investment Management increased its Cenovus Energy (CVE) stake by 162% in Q1 2026, buying an estimated $3.84M and bringing the position to 290,800 shares worth $7.74M. The position accounts for 3.03% of the portfolio, ranked #9.

Caldwell Investment Management first reported a position in CVE in Q1 2022 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2022. 458 funds tracked by Wall St. Rank hold CVE as of Q1 2026.

Caldwell Investment Management held 290,800 shares of Cenovus Energy worth $7.74M as of Q1 2026.
Caldwell Investment Management bought 180,000 Cenovus Energy shares in Q1 2026, an estimated $3.84M.
Cenovus Energy made up 3.03% of Caldwell Investment Management's portfolio in Q1 2026, its #9 holding.
Caldwell Investment Management first reported a position in Cenovus Energy in Q1 2022 and has held it in 7 quarters since.
Caldwell Investment Management's Cenovus Energy position peaked at $10.4M in Q1 2022.
458 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.