N.E.W. Advisory Services’s Suncor Energy SU Stock Holding History

N.E.W. Advisory Services’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	$20.2K	Sell	376 -150	-29%	-$9.5K	﹤0.01%	532
2026 Q1	$34.8K	Sell	526 -250	-32%	-$13.8K	﹤0.01%	414
2025 Q4	$34.4K	Hold	776	–	–	﹤0.01%	410
2025 Q3	$32.5K	Hold	776	–	–	﹤0.01%	379
2025 Q2	$29.1K	Sell	776 -160	-17%	-$5.79K	﹤0.01%	395
2025 Q1	$36.3K	Buy	+936	New	+$35.7K	﹤0.01%	400

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

N.E.W. Advisory Services's SU Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Suncor Energy (SU) stake by 29% in Q2 2026, selling an estimated $9.5K and leaving 376 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

N.E.W. Advisory Services first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.3K in Q1 2025. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

N.E.W. Advisory Services held 376 shares of Suncor Energy worth $20.2K as of Q2 2026.
N.E.W. Advisory Services sold 150 Suncor Energy shares in Q2 2026, an estimated $9.5K.
Suncor Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #532 holding.
N.E.W. Advisory Services first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Suncor Energy position peaked at $36.3K in Q1 2025.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.