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Total Wealth Planning & Management’s Suncor Energy SU Stock Holding History

Total Wealth Planning & 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
2025
Q2 		– Sell
-5,184
Closed -$201K – 238
2025
Q1 		$201K Buy
+5,184
New +$198K 0.19% 177

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Total Wealth Planning & Management's SU Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 5,184 shares — an estimated $201K sold.

Total Wealth Planning & Management first reported a position in SU in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 643 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,184 Suncor Energy shares in Q2 2025, an estimated $201K.
  • Total Wealth Planning & Management first reported a position in Suncor Energy in Q1 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Suncor Energy position peaked at $201K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.