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 Q3	$401K	Sell	5,801 -3,490	-38%	-$227K	0.1%	208
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Net Worth Advisory Group's SU Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Suncor Energy (SU) stake by 38% in Q3 2026, selling an estimated $227K and leaving 5,801 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #208.

Net Worth Advisory Group first reported a position in SU in Q3 2024 and has held it in 9 quarters since. The position peaked at $548K in Q2 2025. 645 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Net Worth Advisory Group held 5,801 shares of Suncor Energy worth $401K as of Q3 2026.
Net Worth Advisory Group sold 3,490 Suncor Energy shares in Q3 2026, an estimated $227K.
Suncor Energy made up 0.1% of Net Worth Advisory Group's portfolio in Q3 2026, its #208 holding.
Net Worth Advisory Group first reported a position in Suncor Energy in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Suncor Energy position peaked at $548K in Q2 2025.
645 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.