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 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 $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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Creative Financial Designs's SU Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Suncor Energy (SU) in Q1 2026: 135 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in SU as recently as Q3 2021.

Creative Financial Designs first reported a position in SU in Q4 2016 and has held it in 15 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Creative Financial Designs held 135 shares of Suncor Energy worth $8.93K as of Q1 2026.
Suncor Energy was a new Creative Financial Designs position in Q1 2026.
Suncor Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1444 holding.
Creative Financial Designs first reported a position in Suncor Energy in Q4 2016 and has held it in 15 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.