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Intentional Wealth Strategies’s Suncor Energy SU Stock Holding History

Intentional Wealth Strategies’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
-140
Closed -$9.26K – 791
2026
Q1 		$9.26K Buy
+140
New +$7.74K 0.01% 389

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

Intentional Wealth Strategies's SU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 140 shares — an estimated $9.26K sold.

Intentional Wealth Strategies first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $9.26K in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 140 Suncor Energy shares in Q2 2026, an estimated $9.26K.
  • Intentional Wealth Strategies first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Suncor Energy position peaked at $9.26K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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