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Crowley Wealth Management’s Suncor Energy SU Stock Holding History

Crowley 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
Q4 		– Sell
-690
Closed -$28.8K – 307
2025
Q3 		$28.8K Sell
690
-300
-30% -$12K 0.02% 188
2025
Q2 		$25.8K Hold
990
– – 0.02% 192
2025
Q1 		$38.3K Hold
990
– – 0.04% 154
2024
Q4 		$35.3K Buy
+990
New +$38.1K 0.03% 160

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Crowley Wealth Management's SU Position: Q4 2025 in Review

Crowley Wealth Management sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 690 shares — an estimated $28.8K sold.

Crowley Wealth Management first reported a position in SU in Q4 2024 and held it in 4 quarters. The position peaked at $38.3K in Q1 2025. 679 funds tracked by Wall St. Rank hold SU as of Q4 2025.

  • Crowley Wealth Management reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 690 Suncor Energy shares in Q4 2025, an estimated $28.8K.
  • Crowley Wealth Management first reported a position in Suncor Energy in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Suncor Energy position peaked at $38.3K in Q1 2025.
  • 679 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.