Provenance Wealth Advisors’s Suncor Energy SU Stock Holding History

Provenance 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	$180K	Hold	3,360	–	–	0.02%	144
2026 Q1	$222K	Hold	3,360	–	–	0.02%	114
2025 Q4	$149K	Hold	3,360	–	–	0.02%	131
2025 Q3	$140K	Sell	3,360 -60	-2%	-$2.41K	0.02%	145
2025 Q2	$128K	Sell	3,420 -20	-0.6%	-$723	0.02%	147
2025 Q1	$133K	Sell	3,440 -2,155	-39%	-$82.2K	0.02%	157
2024 Q4	$200K	Sell	5,595 -9,799	-64%	-$377K	0.03%	150
2024 Q3	$568K	Buy	15,394 +200	+1%	+$7.72K	0.07%	91
2024 Q2	$579K	Sell	15,194 -150	-1%	-$5.8K	0.08%	77
2024 Q1	$566K	Buy	15,344 +600	+4%	+$20.2K	0.08%	82
2023 Q4	$472K	Buy	14,744 +1,895	+15%	+$61.9K	0.06%	86
2023 Q3	$442K	Buy	+12,849	New	+$412K	0.07%	79

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

Provenance Wealth Advisors's SU Position: Q2 2026 in Review

Provenance Wealth Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 3,360 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #144.

Provenance Wealth Advisors first reported a position in SU in Q3 2023 and has held it in 12 quarters since. The position peaked at $579K in Q2 2024. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Provenance Wealth Advisors held 3,360 shares of Suncor Energy worth $180K as of Q2 2026.
Provenance Wealth Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Provenance Wealth Advisors first reported a position in Suncor Energy in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Suncor Energy position peaked at $579K in Q2 2024.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.