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Cassaday & Co Wealth Management’s Suncor Energy SU Stock Holding History

Cassaday & Co Wealth Management’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 		$43.2K Hold
804
– – ﹤0.01% 647
2026
Q1 		$53.2K Buy
+804
New +$44.4K ﹤0.01% 595

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

Cassaday & Co Wealth Management's SU Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Suncor Energy (SU) position steady in Q2 2026 at 804 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Cassaday & Co Wealth Management first reported a position in SU in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.2K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Cassaday & Co Wealth Management held 804 shares of Suncor Energy worth $43.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Suncor Energy share count unchanged in Q2 2026.
  • Suncor Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Cassaday & Co Wealth Management first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Suncor Energy position peaked at $53.2K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.