Plan A Wealth’s Suncor Energy SU Stock Holding History

Plan A 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 Q2	–	Sell	-4,246	Closed	-$281K	–	209
2026 Q1	$281K	Buy	+4,246	New	+$235K	0.13%	126

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

Plan A Wealth's SU Position: Q2 2026 in Review

Plan A Wealth sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 4,246 shares — an estimated $281K sold.

Plan A Wealth first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $281K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Plan A Wealth reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 4,246 Suncor Energy shares in Q2 2026, an estimated $281K.
Plan A Wealth first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
Plan A Wealth's Suncor Energy position peaked at $281K in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.