Cetera Investment Advisers
SU icon

Cetera Investment Advisers’s Suncor Energy SU Stock Holding History

Cetera Investment Advisers’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 		$6.42M Sell
97,079
-17,392
-15% -$961K 0.01% 1335
2025
Q4 		$5.08M Buy
114,471
+10,445
+10% +$441K 0.01% 1452
2025
Q3 		$4.35M Buy
104,026
+11,287
+12% +$453K 0.01% 1518
2025
Q2 		$3.47M Buy
92,739
+2,703
+3% +$97.7K 0.01% 1450
2025
Q1 		$3.49M Sell
90,036
-116
-0.1% -$4.43K 0.01% 1346
2024
Q4 		$3.22M Buy
90,152
+3,964
+5% +$153K 0.01% 1310
2024
Q3 		$3.18M Sell
86,188
-6,104
-7% -$236K 0.01% 1281
2024
Q2 		$3.52M Buy
92,292
+7,015
+8% +$271K 0.01% 1194
2024
Q1 		$3.15M Buy
85,277
+58,110
+214% +$1.96M 0.01% 1253
2023
Q4 		$870K Buy
27,167
+5,533
+26% +$181K 0.01% 1180
2023
Q3 		$744K Buy
21,634
+7,185
+50% +$230K 0.01% 1211
2023
Q2 		$424K Buy
14,449
+2,771
+24% +$82.9K ﹤0.01% 1543
2023
Q1 		$363K Buy
11,678
+1,288
+12% +$41.9K ﹤0.01% 1605
2022
Q4 		$330K Buy
+10,390
New +$341K ﹤0.01% 1604

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 $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cetera Investment Advisers's SU Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Suncor Energy (SU) stake by 15% in Q1 2026, selling an estimated $961K and leaving 97,079 shares worth $6.42M. The position accounts for 0.01% of the portfolio, ranked #1335.

Cetera Investment Advisers first reported a position in SU in Q4 2022 and has held it in 14 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Cetera Investment Advisers held 97,079 shares of Suncor Energy worth $6.42M as of Q1 2026.
  • Cetera Investment Advisers sold 17,392 Suncor Energy shares in Q1 2026, an estimated $961K.
  • Suncor Energy made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1335 holding.
  • Cetera Investment Advisers first reported a position in Suncor Energy in Q4 2022 and has held it in 14 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.