Net Worth Advisory Group’s Suncor Energy SU Stock Holding History

Net Worth Advisory 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	$499K	Buy	9,291 +2,401	+35%	+$152K	0.13%	182
2026 Q1	$455K	Sell	6,890 -56	-0.8%	-$3.1K	0.09%	215
2025 Q4	$308K	Buy	6,946 +171	+3%	+$7.23K	0.06%	311
2025 Q3	$283K	Sell	6,775 -7,858	-54%	-$315K	0.08%	299
2025 Q2	$548K	Buy	14,633 +7,424	+103%	+$268K	0.12%	182
2025 Q1	$279K	Sell	7,209 -319	-4%	-$12.2K	0.09%	274
2024 Q4	$269K	Sell	7,528 -230	-3%	-$8.85K	0.08%	279
2024 Q3	$286K	Buy	+7,758	New	+$300K	0.09%	288

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

Net Worth Advisory Group's SU Position: Q2 2026 in Review

Net Worth Advisory Group increased its Suncor Energy (SU) stake by 35% in Q2 2026, buying an estimated $152K and bringing the position to 9,291 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #182.

Net Worth Advisory Group first reported a position in SU in Q3 2024 and has held it in 8 quarters since. The position peaked at $548K in Q2 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Net Worth Advisory Group held 9,291 shares of Suncor Energy worth $499K as of Q2 2026.
Net Worth Advisory Group bought 2,401 Suncor Energy shares in Q2 2026, an estimated $152K.
Suncor Energy made up 0.13% of Net Worth Advisory Group's portfolio in Q2 2026, its #182 holding.
Net Worth Advisory Group first reported a position in Suncor Energy in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Suncor Energy position peaked at $548K in Q2 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.