Strategic Wealth Partners’s Suncor Energy SU Stock Holding History

Strategic Wealth Partners’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	$13.6K	Hold	253	–	–	﹤0.01%	850
2026 Q1	$16.7K	Hold	253	–	–	﹤0.01%	758
2025 Q4	$11.2K	Hold	253	–	–	﹤0.01%	859
2025 Q3	$10.6K	Buy	253 +120	+90%	+$4.81K	﹤0.01%	879
2025 Q2	$4.98K	Buy	+133	New	+$4.81K	﹤0.01%	898

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

Strategic Wealth Partners's SU Position: Q2 2026 in Review

Strategic Wealth Partners held its Suncor Energy (SU) position steady in Q2 2026 at 253 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Strategic Wealth Partners first reported a position in SU in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Strategic Wealth Partners held 253 shares of Suncor Energy worth $13.6K as of Q2 2026.
Strategic Wealth Partners left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #850 holding.
Strategic Wealth Partners first reported a position in Suncor Energy in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Suncor Energy position peaked at $16.7K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.