HB Wealth Management’s Suncor Energy SU Stock Holding History

HB 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
2026 Q2	$983K	Buy	18,316 +203	+1%	+$12.9K	0.01%	752
2026 Q1	$1.2M	Buy	18,113 +1,063	+6%	+$58.8K	0.01%	597
2025 Q4	$756K	Buy	17,050 +801	+5%	+$33.9K	﹤0.01%	725
2025 Q3	$679K	Buy	+16,249	New	+$652K	﹤0.01%	727
2025 Q2	–	Sell	-15,904	Closed	-$616K	–	1290
2025 Q1	$616K	Buy	+15,904	New	+$607K	0.01%	700
2024 Q3	–	Sell	-5,434	Closed	-$207K	–	1018
2024 Q2	$207K	Buy	+5,434	New	+$210K	﹤0.01%	840
2023 Q1	–	Sell	-8,062	Closed	-$256K	–	739
2022 Q4	$256K	Buy	+8,062	New	+$265K	﹤0.01%	562

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

HB Wealth Management's SU Position: Q2 2026 in Review

HB Wealth Management increased its Suncor Energy (SU) stake by 1.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 18,316 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #752.

HB Wealth Management first reported a position in SU in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

HB Wealth Management held 18,316 shares of Suncor Energy worth $983K as of Q2 2026.
HB Wealth Management bought 203 Suncor Energy shares in Q2 2026, an estimated $12.9K.
Suncor Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #752 holding.
HB Wealth Management first reported a position in Suncor Energy in Q4 2022 and has held it in 7 quarters since.
HB Wealth Management's Suncor Energy position peaked at $1.2M in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.