CWA Asset Management Group’s Suncor Energy SU Stock Holding History

CWA Asset Management Group’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	$3.64M	Sell	67,877 -21,918	-24%	-$1.39M	0.11%	195
2026 Q1	$5.94M	Sell	89,795 -14,036	-14%	-$776K	0.2%	110
2025 Q4	$4.61M	Sell	103,831 -13,948	-12%	-$590K	0.17%	129
2025 Q3	$4.92M	Buy	117,779 +46,342	+65%	+$1.86M	0.18%	116
2025 Q2	$2.68M	Buy	71,437 +47,429	+198%	+$1.72M	0.11%	169
2025 Q1	$930K	Buy	24,008 +3,195	+15%	+$122K	0.04%	313
2024 Q4	$743K	Buy	20,813 +2,837	+16%	+$109K	0.04%	314
2024 Q3	$664K	Buy	+17,976	New	+$694K	0.04%	317
2024 Q1	$4.37M	Sell	118,484 -50,361	-30%	-$1.69M	0.27%	91
2023 Q4	$5.41M	Buy	168,845 +152,610	+940%	+$4.98M	0.37%	66
2023 Q3	$558K	Buy	16,235 +834	+5%	+$26.7K	0.04%	206
2023 Q2	$452K	Buy	+15,401	New	+$461K	0.03%	230
2022 Q2	–	Sell	-8,966	Closed	-$292K	–	329
2022 Q1	$292K	Buy	+8,966	New	+$266K	0.02%	238
2021 Q3	–	Sell	-172,415	Closed	-$4.21M	–	300
2021 Q2	$4.21M	Buy	172,415 +9,358	+6%	+$215K	0.34%	81
2021 Q1	$3.41M	Buy	+163,057	New	+$3.2M	0.31%	84

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return