Creative Planning
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Creative Planning’s Suncor Energy SU Stock Holding History

Creative Planning’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 		$18.1M Buy
274,510
+52,027
+23% +$2.88M 0.01% 483
2025
Q4 		$9.87M Buy
222,483
+38,935
+21% +$1.65M 0.01% 626
2025
Q3 		$7.67M Buy
183,548
+16,230
+10% +$651K 0.01% 671
2025
Q2 		$6.27M Buy
167,318
+44,506
+36% +$1.61M 0.01% 686
2025
Q1 		$4.76M Sell
122,812
-152,870
-55% -$5.83M ﹤0.01% 730
2024
Q4 		$9.84M Buy
275,682
+14,442
+6% +$556K 0.01% 450
2024
Q3 		$9.64M Buy
261,240
+11,205
+4% +$433K 0.01% 445
2024
Q2 		$9.53M Buy
250,035
+7,889
+3% +$305K 0.01% 426
2024
Q1 		$8.94M Buy
242,146
+13,455
+6% +$453K 0.01% 438
2023
Q4 		$7.33M Buy
228,691
+7,480
+3% +$244K 0.01% 461
2023
Q3 		$7.61M Buy
221,211
+3,149
+1% +$101K 0.01% 420
2023
Q2 		$6.39M Buy
218,062
+7,517
+4% +$225K 0.01% 449
2023
Q1 		$6.54M Sell
210,545
-796
-0.4% -$25.9K 0.01% 434
2022
Q4 		$6.71M Sell
211,341
-157
-0.1% -$5.16K 0.01% 414
2022
Q3 		$5.95M Sell
211,498
-10,027
-5% -$317K 0.01% 405
2022
Q2 		$7.77M Buy
221,525
+205,596
+1,291% +$7.49M 0.01% 365
2022
Q1 		$519K Sell
15,929
-11,728
-42% -$348K ﹤0.01% 1307
2021
Q4 		$692K Buy
27,657
+5,012
+22% +$122K ﹤0.01% 1126
2021
Q3 		$470K Buy
22,645
+12,134
+115% +$243K ﹤0.01% 1343
2021
Q2 		$252K Sell
10,511
-5,444
-34% -$125K ﹤0.01% 1661
2021
Q1 		$333K Sell
15,955
-1,950
-11% -$38.2K ﹤0.01% 1728
2020
Q4 		$300K Sell
17,905
-625
-3% -$9.18K ﹤0.01% 1633
2020
Q3 		$227K Sell
18,530
-1,206
-6% -$18.9K ﹤0.01% 1605
2020
Q2 		$333K Buy
19,736
+881
+5% +$15.1K ﹤0.01% 1245
2020
Q1 		$298K Sell
18,855
-2,381
-11% -$62.4K ﹤0.01% 1183
2019
Q4 		$697K Buy
21,236
+654
+3% +$20.4K ﹤0.01% 948
2019
Q3 		$650K Buy
20,582
+490
+2% +$14.7K ﹤0.01% 933
2019
Q2 		$626K Buy
20,092
+94
+0.5% +$3.01K ﹤0.01% 956
2019
Q1 		$649K Buy
19,998
+702
+4% +$22.9K ﹤0.01% 910
2018
Q4 		$540K Sell
19,296
-1,079
-5% -$35.9K ﹤0.01% 929
2018
Q3 		$788K Sell
20,375
-23
-0.1% -$931 ﹤0.01% 863
2018
Q2 		$830K Buy
20,398
+1,546
+8% +$60.2K ﹤0.01% 843
2018
Q1 		$651K Sell
18,852
-200
-1% -$6.97K ﹤0.01% 951
2017
Q4 		$700K Buy
19,052
+87
+0.5% +$3.02K ﹤0.01% 894
2017
Q3 		$664K Buy
18,965
+1
+0% +$32 ﹤0.01% 907
2017
Q2 		$554K Sell
18,964
-11,224
-37% -$345K ﹤0.01% 967
2017
Q1 		$928K Buy
30,188
+10,400
+53% +$328K 0.01% 707
2016
Q4 		$647K Buy
19,788
+9,489
+92% +$291K ﹤0.01% 802
2016
Q3 		$286K Buy
10,299
+3,139
+44% +$85.7K ﹤0.01% 1205
2016
Q2 		$199K Sell
7,160
-4,827
-40% -$132K ﹤0.01% 1256
2016
Q1 		$333K Sell
11,987
-735
-6% -$17.8K ﹤0.01% 935
2015
Q4 		$328K Buy
12,722
+434
+4% +$12K ﹤0.01% 951
2015
Q3 		$328K Sell
12,288
-526
-4% -$14.1K ﹤0.01% 923
2015
Q2 		$353K Buy
12,814
+414
+3% +$12.5K ﹤0.01% 756
2015
Q1 		$363K Buy
12,400
+830
+7% +$24.7K ﹤0.01% 889
2014
Q4 		$368K Sell
11,570
-3,542
-23% -$117K ﹤0.01% 832
2014
Q3 		$546K Buy
15,112
+583
+4% +$23.4K 0.01% 620
2014
Q2 		$619K Buy
14,529
+1,805
+14% +$70.3K 0.01% 560
2014
Q1 		$445K Sell
12,724
-2,524
-17% -$84.1K 0.01% 675
2013
Q4 		$534K Sell
15,248
-626
-4% -$22K 0.01% 503
2013
Q3 		$568K Buy
15,874
+3,789
+31% +$126K 0.01% 413
2013
Q2 		$356K Buy
+12,085
New +$364K 0.01% 495

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

Creative Planning's SU Position: Q1 2026 in Review

Creative Planning increased its Suncor Energy (SU) stake by 23% in Q1 2026, buying an estimated $2.88M and bringing the position to 274,510 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #483.

Creative Planning first reported a position in SU in Q2 2013 and has held it in 52 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Creative Planning held 274,510 shares of Suncor Energy worth $18.1M as of Q1 2026.
  • Creative Planning bought 52,027 Suncor Energy shares in Q1 2026, an estimated $2.88M.
  • Suncor Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #483 holding.
  • Creative Planning first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.