Mark Sheptoff Financial Planning’s Suncor Energy SU Stock Holding History

Mark Sheptoff Financial Planning’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	-55	Closed	-$2.06K	–	538
2025 Q2	$2.06K	Buy	+55	New	+$1.99K	﹤0.01%	470
2015 Q3	–	Sell	-150	Closed	-$4K	–	440
2015 Q2	$4K	Hold	150	–	–	﹤0.01%	310
2015 Q1	$4K	Buy	+150	New	+$4.46K	﹤0.01%	298

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's SU Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 55 shares — an estimated $2.06K sold.

Mark Sheptoff Financial Planning first reported a position in SU in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 638 funds tracked by Wall St. Rank hold SU as of Q3 2025.

Mark Sheptoff Financial Planning reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 55 Suncor Energy shares in Q3 2025, an estimated $2.06K.
Mark Sheptoff Financial Planning first reported a position in Suncor Energy in Q1 2015 and held it in 3 quarters.
Mark Sheptoff Financial Planning's Suncor Energy position peaked at $4K in Q2 2015.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.