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Mount Yale Investment Advisors’s Cenovus Energy CVE Stock Holding History

Mount Yale Investment Advisors’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
+29,094
New +$620K 0.02% 582
2025
Q3 		– Sell
-22,961
Closed -$312K – 876
2025
Q2 		$312K Sell
22,961
-2,027
-8% -$26.3K 0.02% 440
2025
Q1 		$348K Buy
24,988
+3,213
+15% +$46.3K 0.03% 398
2024
Q4 		$330K Sell
21,775
-9,838
-31% -$158K 0.03% 418
2024
Q3 		$529K Sell
31,613
-7,520
-19% -$139K 0.05% 335
2024
Q2 		$769K Sell
39,133
-176
-0.4% -$3.56K 0.06% 256
2024
Q1 		$786K Buy
39,309
+10,119
+35% +$173K 0.06% 270
2023
Q4 		$486K Sell
29,190
-2,691
-8% -$49.3K 0.05% 321
2023
Q3 		$664K Sell
31,881
-215
-0.7% -$4.11K 0.07% 258
2023
Q2 		$545K Buy
32,096
+3,168
+11% +$53.4K 0.06% 294
2023
Q1 		$505K Buy
28,928
+2,013
+7% +$37K 0.06% 297
2022
Q4 		$522K Buy
26,915
+4,942
+22% +$94.8K 0.06% 275
2022
Q3 		$338K Buy
21,973
+4,633
+27% +$82.3K 0.04% 319
2022
Q2 		$330K Buy
17,340
+4,320
+33% +$86K 0.04% 338
2022
Q1 		$217K Buy
13,020
+60
+0.5% +$910 0.02% 435
2021
Q4 		$159K Buy
+12,960
New +$155K 0.02% 450

Other funds holding CVE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's CVE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Cenovus Energy (CVE) in Q1 2026: 29,094 shares worth $772K. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CVE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CVE in Q4 2021 and has held it in 16 quarters since. The position peaked at $786K in Q1 2024. 459 funds tracked by Wall St. Rank hold CVE as of Q1 2026.

  • Mount Yale Investment Advisors held 29,094 shares of Cenovus Energy worth $772K as of Q1 2026.
  • Cenovus Energy was a new Mount Yale Investment Advisors position in Q1 2026.
  • Cenovus Energy made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #582 holding.
  • Mount Yale Investment Advisors first reported a position in Cenovus Energy in Q4 2021 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Cenovus Energy position peaked at $786K in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.