Measured Wealth Private Client Group’s Suncor Energy SU Stock Holding History

Measured Wealth Private Client 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	$20.9K	Hold	390	–	–	0.01%	475
2026 Q1	$25.8K	Hold	390	–	–	0.01%	419
2025 Q4	$17.3K	Hold	390	–	–	﹤0.01%	504
2025 Q3	$16.3K	Buy	+390	New	+$15.6K	﹤0.01%	506
2018 Q4	–	Sell	-114	Closed	-$4K	–	626
2018 Q3	$4K	Buy	+114	New	+$4.61K	﹤0.01%	724

Other funds holding SU

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

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

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Measured Wealth Private Client Group's SU Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Suncor Energy (SU) position steady in Q2 2026 at 390 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #475.

Measured Wealth Private Client Group first reported a position in SU in Q3 2018 and has held it in 5 quarters since. The position peaked at $25.8K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Measured Wealth Private Client Group held 390 shares of Suncor Energy worth $20.9K as of Q2 2026.
Measured Wealth Private Client Group left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #475 holding.
Measured Wealth Private Client Group first reported a position in Suncor Energy in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Suncor Energy position peaked at $25.8K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.