PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Suncor Energy SU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	–	Sell	-6	Closed	-$266	–	564
2025 Q4	$266	Hold	6	–	–	﹤0.01%	515
2025 Q3	$251	Hold	6	–	–	﹤0.01%	526
2025 Q2	$225	Hold	6	–	–	﹤0.01%	482
2025 Q1	$232	Hold	6	–	–	﹤0.01%	462
2024 Q4	$214	Hold	6	–	–	﹤0.01%	460
2024 Q3	$222	Hold	6	–	–	﹤0.01%	362
2024 Q2	$229	Hold	6	–	–	﹤0.01%	344
2024 Q1	$221	Hold	6	–	–	﹤0.01%	336
2023 Q4	$192	Hold	6	–	–	﹤0.01%	307
2023 Q3	$206	Hold	6	–	–	﹤0.01%	257
2023 Q2	$176	Hold	6	–	–	﹤0.01%	261
2023 Q1	$186	Hold	6	–	–	﹤0.01%	312
2022 Q4	$190	Buy	+6	New	+$197	﹤0.01%	255

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SU Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 6 shares — an estimated $266 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SU in Q4 2022 and held it in 13 quarters. The position peaked at $266 in Q4 2025. 750 funds tracked by Wall St. Rank hold SU as of Q1 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 6 Suncor Energy shares in Q1 2026, an estimated $266.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Suncor Energy in Q4 2022 and held it in 13 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Suncor Energy position peaked at $266 in Q4 2025.
750 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.