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Institute for Wealth Management’s Suncor Energy SU Stock Holding History

Institute for 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 		$527K Sell
9,823
-150
-2% -$9.5K 0.05% 316
2026
Q1 		$659K Sell
9,973
-50
-0.5% -$2.76K 0.07% 261
2025
Q4 		$445K Hold
10,023
– – 0.05% 336
2025
Q3 		$419K Sell
10,023
-1,003
-9% -$40.2K 0.04% 370
2025
Q2 		$413K Sell
11,026
-275
-2% -$9.95K 0.05% 353
2025
Q1 		$438K Hold
11,301
– – 0.06% 320
2024
Q4 		$403K Sell
11,301
-28
-0.2% -$1.08K 0.05% 334
2024
Q3 		$418K Sell
11,329
-166
-1% -$6.41K 0.05% 336
2024
Q2 		$438K Hold
11,495
– – 0.06% 308
2024
Q1 		$424K Sell
11,495
-132
-1% -$4.44K 0.05% 316
2023
Q4 		$373K Sell
11,627
-337
-3% -$11K 0.06% 329
2023
Q3 		$411K Sell
11,964
-1
-0% -$32 0.07% 289
2023
Q2 		$351K Buy
11,965
+1,456
+14% +$43.5K 0.06% 330
2023
Q1 		$326K Buy
10,509
+3
+0% +$98 0.06% 331
2022
Q4 		$333K Sell
10,506
-17
-0.2% -$559 0.07% 331
2022
Q3 		$296K Buy
10,523
+3
+0% +$95 0.07% 340
2022
Q2 		$369K Buy
10,520
+1
+0% +$36 0.07% 340
2022
Q1 		$343K Buy
10,519
+2
+0% +$59 0.06% 386
2021
Q4 		$263K Sell
10,517
-286
-3% -$6.97K 0.04% 407
2021
Q3 		$224K Buy
10,803
+1
+0% +$20 0.04% 440
2021
Q2 		$259K Sell
10,802
-11
-0.1% -$252 0.05% 410
2021
Q1 		$226K Sell
10,813
-2,247
-17% -$44K 0.04% 416
2020
Q4 		$219K Buy
+13,060
New +$192K 0.04% 411

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Institute for Wealth Management's SU Position: Q2 2026 in Review

Institute for Wealth Management reduced its Suncor Energy (SU) stake by 1.5% in Q2 2026, selling an estimated $9.5K and leaving 9,823 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #316.

Institute for Wealth Management first reported a position in SU in Q4 2020 and has held it in 23 quarters since. The position peaked at $659K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Institute for Wealth Management held 9,823 shares of Suncor Energy worth $527K as of Q2 2026.
  • Institute for Wealth Management sold 150 Suncor Energy shares in Q2 2026, an estimated $9.5K.
  • Suncor Energy made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Institute for Wealth Management first reported a position in Suncor Energy in Q4 2020 and has held it in 23 quarters since.
  • Institute for Wealth Management's Suncor Energy position peaked at $659K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.