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Innovative Asset Advisors Group’s Suncor Energy SU Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-1,402
Closed -$92.7K – 928
2026
Q1 		$92.7K Buy
+1,402
New +$77.5K 0.05% 220

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Innovative Asset Advisors Group's SU Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 1,402 shares — an estimated $92.7K sold.

Innovative Asset Advisors Group first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $92.7K in Q1 2026. 711 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,402 Suncor Energy shares in Q2 2026, an estimated $92.7K.
  • Innovative Asset Advisors Group first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Suncor Energy position peaked at $92.7K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.