Pacific Excel Wealth Advisors’s Suncor Energy SU Stock Holding History

Pacific Excel Wealth Advisors’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	$308K	Buy	+5,741	New	+$364K	0.12%	148

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

Pacific Excel Wealth Advisors's SU Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Suncor Energy (SU) in Q2 2026: 5,741 shares worth $308K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings.

751 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Pacific Excel Wealth Advisors held 5,741 shares of Suncor Energy worth $308K as of Q2 2026.
Suncor Energy was a new Pacific Excel Wealth Advisors position in Q2 2026.
Suncor Energy made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #148 holding.
751 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.