Mount Yale Investment Advisors’s Suncor Energy SU Stock Holding History

Mount Yale Investment Advisors’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	-300	Closed	-$11.2K	–	1493
2025 Q2	$11.2K	Buy	+300	New	+$10.8K	﹤0.01%	1121
2018 Q4	–	Sell	-3,022	Closed	-$106K	–	714
2018 Q3	$106K	Buy	3,022 +289	+11%	+$11.7K	0.02%	424
2018 Q2	$111K	Sell	2,733 -570	-17%	-$22.2K	0.02%	427
2018 Q1	$114K	Buy	+3,303	New	+$115K	0.02%	418

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's SU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 300 shares — an estimated $11.2K sold.

Mount Yale Investment Advisors first reported a position in SU in Q1 2018 and held it in 4 quarters. The position peaked at $114K in Q1 2018. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 300 Suncor Energy shares in Q3 2025, an estimated $11.2K.
Mount Yale Investment Advisors first reported a position in Suncor Energy in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Suncor Energy position peaked at $114K in Q1 2018.
636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.