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Exencial Wealth Advisors’s Suncor Energy SU Stock Holding History

Exencial 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 		$5.37M Sell
81,294
-61
-0.1% -$3.37K 0.17% 134
2025
Q4 		$3.61M Buy
81,355
+32
+0% +$1.35K 0.11% 168
2025
Q3 		$3.4M Buy
81,323
+3,741
+5% +$150K 0.11% 166
2025
Q2 		$2.91M Sell
77,582
-4,988
-6% -$180K 0.1% 182
2025
Q1 		$3.2M Sell
82,570
-652
-0.8% -$24.9K 0.12% 174
2024
Q4 		$2.97M Sell
83,222
-2,523
-3% -$97.1K 0.11% 178
2024
Q3 		$3.17M Sell
85,745
-4,716
-5% -$182K 0.11% 171
2024
Q2 		$3.45M Sell
90,461
-10,045
-10% -$388K 0.13% 160
2024
Q1 		$3.71M Sell
100,506
-4,787
-5% -$161K 0.14% 157
2023
Q4 		$3.37M Sell
105,293
-16,140
-13% -$527K 0.14% 152
2023
Q3 		$4.17M Sell
121,433
-13,288
-10% -$426K 0.2% 124
2023
Q2 		$3.95M Buy
134,721
+16,715
+14% +$500K 0.18% 130
2023
Q1 		$3.66M Sell
118,006
-12,035
-9% -$391K 0.19% 128
2022
Q4 		$4.13M Sell
130,041
-5,371
-4% -$177K 0.22% 120
2022
Q3 		$3.81M Sell
135,412
-8,837
-6% -$279K 0.23% 118
2022
Q2 		$5.06M Buy
144,249
+161
+0.1% +$5.86K 0.29% 108
2022
Q1 		$4.7M Sell
144,088
-142,709
-50% -$4.24M 0.24% 127
2021
Q4 		$7.18M Buy
286,797
+17,634
+7% +$430K 0.35% 103
2021
Q3 		$5.58M Buy
269,163
+8,491
+3% +$170K 0.24% 100
2021
Q2 		$6.25M Buy
260,672
+11,737
+5% +$269K 0.34% 103
2021
Q1 		$5.2M Buy
248,935
+9,499
+4% +$186K 0.31% 109
2020
Q4 		$4.02M Sell
239,436
-258,648
-52% -$3.8M 0.27% 114
2020
Q3 		$6.09M Buy
498,084
+257,725
+107% +$4.04M 0.32% 95
2020
Q2 		$4.05M Buy
+240,359
New +$4.11M 0.35% 98

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Exencial Wealth Advisors's SU Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Suncor Energy (SU) stake by 0.07% in Q1 2026, selling an estimated $3.37K and leaving 81,294 shares worth $5.37M. The position accounts for 0.17% of the portfolio, ranked #134.

Exencial Wealth Advisors first reported a position in SU in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q4 2021. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Exencial Wealth Advisors held 81,294 shares of Suncor Energy worth $5.37M as of Q1 2026.
  • Exencial Wealth Advisors sold 61 Suncor Energy shares in Q1 2026, an estimated $3.37K.
  • Suncor Energy made up 0.17% of Exencial Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • Exencial Wealth Advisors first reported a position in Suncor Energy in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Suncor Energy position peaked at $7.18M in Q4 2021.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.