Private Wealth Asset Management’s Suncor Energy SU Stock Holding History

Private Wealth Asset Management’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	$3.92K	Hold	73	–	–	﹤0.01%	808
2026 Q1	$4.83K	Sell	73 -28	-28%	-$1.55K	﹤0.01%	785
2025 Q4	$4.48K	Sell	101 -183	-64%	-$7.73K	﹤0.01%	773
2025 Q3	$11.9K	Sell	284 -485	-63%	-$19.5K	﹤0.01%	617
2025 Q2	$28.8K	Buy	769 +73	+10%	+$2.64K	﹤0.01%	492
2025 Q1	$26.9K	Buy	+696	New	+$26.6K	﹤0.01%	462

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

Private Wealth Asset Management's SU Position: Q2 2026 in Review

Private Wealth Asset Management held its Suncor Energy (SU) position steady in Q2 2026 at 73 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Private Wealth Asset Management first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.8K in Q2 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Private Wealth Asset Management held 73 shares of Suncor Energy worth $3.92K as of Q2 2026.
Private Wealth Asset Management left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #808 holding.
Private Wealth Asset Management first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Suncor Energy position peaked at $28.8K in Q2 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.