Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Suncor Energy SU Stock Holding History

Carson Wealth (CWM LLC)’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 		$606K Buy
9,173
+942
+11% +$52.1K ﹤0.01% 1877
2025
Q4 		$365K Buy
8,231
+825
+11% +$34.9K ﹤0.01% 2128
2025
Q3 		$310K Buy
7,406
+1,431
+24% +$57.4K ﹤0.01% 2106
2025
Q2 		$224K Sell
5,975
-2
-0% -$72 ﹤0.01% 2075
2025
Q1 		$231K Sell
5,977
-425
-7% -$16.2K ﹤0.01% 1832
2024
Q4 		$228K Buy
6,402
+1,090
+21% +$41.9K ﹤0.01% 1742
2024
Q3 		$196K Buy
5,312
+894
+20% +$34.5K ﹤0.01% 1765
2024
Q2 		$168K Buy
4,418
+598
+16% +$23.1K ﹤0.01% 1681
2024
Q1 		$141K Buy
3,820
+547
+17% +$18.4K ﹤0.01% 1684
2023
Q4 		$105K Sell
3,273
-88
-3% -$2.87K ﹤0.01% 1736
2023
Q3 		$116K Buy
3,361
+650
+24% +$20.8K ﹤0.01% 1550
2023
Q2 		$79K Buy
2,711
+469
+21% +$14K ﹤0.01% 1696
2023
Q1 		$70K Sell
2,242
-23
-1% -$748 ﹤0.01% 1683
2022
Q4 		$72K Sell
2,265
-441
-16% -$14.5K ﹤0.01% 1528
2022
Q3 		$76K Buy
2,706
+1,142
+73% +$36.1K ﹤0.01% 1465
2022
Q2 		$55K Buy
1,564
+337
+27% +$12.3K ﹤0.01% 1593
2022
Q1 		$40K Buy
1,227
+278
+29% +$8.25K ﹤0.01% 1706
2021
Q4 		$24K Buy
+949
New +$23.1K ﹤0.01% 1900
2021
Q2 		$30K Hold
1,236
– – ﹤0.01% 1623
2021
Q1 		$30K Hold
1,236
– – ﹤0.01% 1623
2020
Q4 		$30K Hold
1,236
– – ﹤0.01% 1623
2020
Q3 		$30K Hold
1,236
– – ﹤0.01% 1623
2020
Q2 		$30K Hold
1,236
– – ﹤0.01% 1623
2020
Q1 		$30K Hold
1,236
– – ﹤0.01% 1623
2019
Q4 		$30K Hold
1,236
– – ﹤0.01% 1623
2019
Q3 		$30K Hold
1,236
– – ﹤0.01% 1623
2019
Q2 		$30K Hold
1,236
– – ﹤0.01% 1623
2019
Q1 		$30K Sell
1,236
-607,115
-100% -$19.8M ﹤0.01% 1623
2018
Q4 		$17M Buy
608,351
+605,357
+20,219% +$20.1M 0.42% 58
2018
Q3 		$116K Sell
2,994
-64
-2% -$2.59K ﹤0.01% 592
2018
Q2 		$124K Buy
3,058
+26
+0.9% +$1.01K ﹤0.01% 492
2018
Q1 		$105K Buy
3,032
+40
+1% +$1.39K ﹤0.01% 433
2017
Q4 		$110K Hold
2,992
– – ﹤0.01% 417
2017
Q3 		$105K Buy
2,992
+736
+33% +$23.5K 0.01% 410
2017
Q2 		$66K Hold
2,256
– – ﹤0.01% 438
2017
Q1 		$69K Sell
2,256
-251
-10% -$7.91K ﹤0.01% 402
2016
Q4 		$82K Buy
2,507
+1,510
+151% +$46.3K 0.01% 379
2016
Q3 		$28K Buy
997
+101
+11% +$2.76K ﹤0.01% 509
2016
Q2 		$25K Sell
896
-329
-27% -$9.02K ﹤0.01% 449
2016
Q1 		$34K Sell
1,225
-261,933
-100% -$6.34M ﹤0.01% 389
2015
Q4 		$6.79M Buy
263,158
+27,835
+12% +$768K 0.66% 58
2015
Q3 		$6.29M Buy
235,323
+37,605
+19% +$1.01M 0.63% 61
2015
Q2 		$5.44M Buy
+197,718
New +$5.97M 0.52% 82

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 $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Suncor Energy (SU) stake by 11% in Q1 2026, buying an estimated $52.1K and bringing the position to 9,173 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Carson Wealth (CWM LLC) first reported a position in SU in Q2 2015 and has held it in 43 quarters since. The position peaked at $17M in Q4 2018. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,173 shares of Suncor Energy worth $606K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 942 Suncor Energy shares in Q1 2026, an estimated $52.1K.
  • Suncor Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1877 holding.
  • Carson Wealth (CWM LLC) first reported a position in Suncor Energy in Q2 2015 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Suncor Energy position peaked at $17M in Q4 2018.
  • 749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.