Congress Wealth Management’s Suncor Energy SU Stock Holding History

Congress 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
2025 Q2	$4.94M	Buy	131,856 +62,307	+90%	+$2.25M	0.05%	387
2025 Q1	$2.69M	Buy	69,549 +475	+0.7%	+$18.1K	0.03%	435
2024 Q4	$2.46M	Sell	69,074 -66,327	-49%	-$2.55M	0.03%	382
2024 Q3	$5M	Buy	135,401 +35,141	+35%	+$1.36M	0.07%	295
2024 Q2	$3.82M	Buy	100,260 +92,257	+1,153%	+$3.56M	0.06%	282
2024 Q1	$295K	Buy	8,003 +626	+8%	+$21.1K	0.01%	508
2023 Q4	$236K	Sell	7,377 -188	-2%	-$6.14K	﹤0.01%	567
2023 Q3	$260K	Buy	7,565 +153	+2%	+$4.91K	0.01%	544
2023 Q2	$217K	Sell	7,412 -9	-0.1%	-$269	0.01%	527
2023 Q1	$230K	Buy	7,421 +9	+0.1%	+$293	0.01%	517
2022 Q4	$235K	Sell	7,412 -44	-0.6%	-$1.45K	0.01%	516
2022 Q3	$210K	Hold	7,456	–	–	0.01%	520
2022 Q2	$261K	Hold	7,456	–	–	0.01%	496
2022 Q1	$243K	Buy	+7,456	New	+$221K	0.01%	550

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return