Creative Financial Designs’s Suncor Energy SU Stock Holding History

Creative Financial Designs’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	–	Sell	-135	Closed	-$8.93K	–	2341
2026 Q1	$8.93K	Buy	+135	New	+$7.46K	﹤0.01%	1444
2021 Q4	–	Sell	-290	Closed	-$6K	–	1426
2021 Q3	$6K	Hold	290	–	–	﹤0.01%	1131
2021 Q2	$7K	Buy	290 +1	+0.3%	+$23	﹤0.01%	1098
2021 Q1	$6K	Sell	289 -22	-7%	-$431	﹤0.01%	1032
2020 Q4	$5K	Buy	311 +1	+0.3%	+$15	﹤0.01%	995
2020 Q3	$4K	Buy	310 +140	+82%	+$2.19K	﹤0.01%	992
2020 Q2	$3K	Buy	+170	New	+$2.91K	﹤0.01%	982
2018 Q4	–	Sell	-22	Closed	-$1K	–	743
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	715
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	726
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	671
2017 Q4	$1K	Hold	22	–	–	﹤0.01%	671
2017 Q3	$1K	Hold	22	–	–	﹤0.01%	703
2017 Q2	$1K	Hold	22	–	–	﹤0.01%	718
2017 Q1	$1K	Hold	22	–	–	﹤0.01%	676
2016 Q4	$1K	Buy	+22	New	+$674	﹤0.01%	682

Other funds holding SU

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

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

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Creative Financial Designs's SU Position: Q2 2026 in Review

Creative Financial Designs sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 135 shares — an estimated $8.93K sold.

Creative Financial Designs first reported a position in SU in Q4 2016 and held it in 15 quarters. The position peaked at $8.93K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Creative Financial Designs reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 135 Suncor Energy shares in Q2 2026, an estimated $8.93K.
Creative Financial Designs first reported a position in Suncor Energy in Q4 2016 and held it in 15 quarters.
Creative Financial Designs's Suncor Energy position peaked at $8.93K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.