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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's SU Position: Q2 2025 in Review

Congress Wealth Management increased its Suncor Energy (SU) stake by 90% in Q2 2025, buying an estimated $2.25M and bringing the position to 131,856 shares worth $4.94M. The position accounts for 0.05% of the portfolio, ranked #387.

Congress Wealth Management first reported a position in SU in Q1 2022 and has held it in 14 quarters since. The position peaked at $5M in Q3 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Congress Wealth Management held 131,856 shares of Suncor Energy worth $4.94M as of Q2 2025.
Congress Wealth Management bought 62,307 Suncor Energy shares in Q2 2025, an estimated $2.25M.
Suncor Energy made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #387 holding.
Congress Wealth Management first reported a position in Suncor Energy in Q1 2022 and has held it in 14 quarters since.
Congress Wealth Management's Suncor Energy position peaked at $5M in Q3 2024.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.