NewEdge Wealth’s Suncor Energy SU Stock Holding History

NewEdge Wealth’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 Q1	$71.5M	Buy	1,082,177 +81,565	+8%	+$4.51M	0.85%	23
2025 Q4	$44.4M	Buy	1,000,612 +14,370	+1%	+$607K	0.5%	46
2025 Q3	$40.7M	Buy	986,242 +29,251	+3%	+$1.17M	0.58%	44
2025 Q2	$37.4M	Buy	956,991 +59,982	+7%	+$2.17M	0.59%	40
2025 Q1	$34.7M	Buy	897,009 +37,302	+4%	+$1.42M	0.63%	41
2024 Q4	$30.7M	Buy	859,707 +127,237	+17%	+$4.9M	0.53%	45
2024 Q3	$27M	Buy	732,470 +52,543	+8%	+$2.03M	0.49%	58
2024 Q2	$25.9M	Buy	679,927 +57,010	+9%	+$2.2M	0.56%	46
2024 Q1	$23.7M	Buy	622,917 +35,253	+6%	+$1.19M	0.53%	46
2023 Q4	$18.8M	Buy	587,664 +52,802	+10%	+$1.72M	0.48%	55
2023 Q3	$18.4M	Buy	534,862 +73,624	+16%	+$2.36M	0.58%	44
2023 Q2	$13.5M	Buy	461,238 +26,183	+6%	+$783K	0.45%	63
2023 Q1	$13.5M	Buy	435,055 +37,895	+10%	+$1.23M	0.51%	52
2022 Q4	$12.6M	Buy	397,160 +253,367	+176%	+$8.33M	0.54%	51
2022 Q3	$4.05M	Buy	+143,793	New	+$4.54M	0.19%	117

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return