NWS
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Nvest Wealth Strategies’s Suncor Energy SU Stock Holding History

Nvest Wealth Strategies’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 		$913 Buy
17
+5
+42% +$317 ﹤0.01% 223
2026
Q1 		$794 Buy
+12
New +$663 ﹤0.01% 236

Other funds holding SU

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nvest Wealth Strategies's SU Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Suncor Energy (SU) stake by 42% in Q2 2026, buying an estimated $317 and bringing the position to 17 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Nvest Wealth Strategies first reported a position in SU in Q1 2026 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Nvest Wealth Strategies held 17 shares of Suncor Energy worth $913 as of Q2 2026.
  • Nvest Wealth Strategies bought 5 Suncor Energy shares in Q2 2026, an estimated $317.
  • Suncor Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #223 holding.
  • Nvest Wealth Strategies first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.