High Note Wealth’s Suncor Energy SU Stock Holding History

High Note Wealth’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
2025 Q3	–	Sell	-5	Closed	-$187	–	987
2025 Q2	$187	Hold	5	–	–	﹤0.01%	824
2025 Q1	$194	Buy	+5	New	+$191	﹤0.01%	807

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

High Note Wealth's SU Position: Q3 2025 in Review

High Note Wealth sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 5 shares — an estimated $187 sold.

High Note Wealth first reported a position in SU in Q1 2025 and held it in 2 quarters. The position peaked at $194 in Q1 2025. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

High Note Wealth reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 5 Suncor Energy shares in Q3 2025, an estimated $187.
High Note Wealth first reported a position in Suncor Energy in Q1 2025 and held it in 2 quarters.
High Note Wealth's Suncor Energy position peaked at $194 in Q1 2025.
636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.