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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Measured Wealth Private Client Group's SU Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Suncor Energy (SU) position steady in Q1 2026 at 390 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #419.

Measured Wealth Private Client Group first reported a position in SU in Q3 2018 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Measured Wealth Private Client Group held 390 shares of Suncor Energy worth $25.8K as of Q1 2026.
  • Measured Wealth Private Client Group left its Suncor Energy share count unchanged in Q1 2026.
  • Suncor Energy made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #419 holding.
  • Measured Wealth Private Client Group first reported a position in Suncor Energy in Q3 2018 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.