EWA
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EverSource Wealth Advisors’s Suncor Energy SU Stock Holding History

EverSource Wealth Advisors’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 		$256K Buy
3,874
+788
+26% +$43.6K 0.01% 923
2025
Q4 		$137K Buy
3,086
+139
+5% +$5.88K 0.01% 1154
2025
Q3 		$123K Buy
2,947
+280
+10% +$11.2K ﹤0.01% 1170
2025
Q2 		$99.9K Buy
2,667
+464
+21% +$16.8K ﹤0.01% 1202
2025
Q1 		$85.3K Sell
2,203
-436
-17% -$16.6K ﹤0.01% 975
2024
Q4 		$94.2K Sell
2,639
-132
-5% -$5.08K 0.01% 926
2024
Q3 		$102K Sell
2,771
-83
-3% -$3.21K 0.01% 781
2024
Q2 		$114K Buy
2,854
+124
+5% +$4.79K 0.01% 748
2024
Q1 		$104K Buy
2,730
+377
+16% +$12.7K 0.01% 684
2023
Q4 		$75.4K Buy
2,353
+154
+7% +$5.03K 0.01% 744
2023
Q3 		$75.6K Buy
2,199
+726
+49% +$23.3K 0.01% 666
2023
Q2 		$43.2K Sell
1,473
-118
-7% -$3.53K ﹤0.01% 891
2023
Q1 		$49.4K Sell
1,591
-286
-15% -$9.3K 0.01% 796
2022
Q4 		$59.6K Buy
1,877
+325
+21% +$10.7K 0.01% 697
2022
Q3 		$43K Sell
1,552
-1,113
-42% -$35.2K 0.01% 670
2022
Q2 		$93K Buy
2,665
+1,410
+112% +$51.3K 0.02% 391
2022
Q1 		$41K Sell
1,255
-75
-6% -$2.23K 0.01% 502
2021
Q4 		$33K Buy
+1,330
New +$32.4K 0.01% 513

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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