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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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 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. 105 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.
  • 105 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.