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True Wealth Design’s Suncor Energy SU Stock Holding History

True Wealth Design’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
Q3 		$45.3K Buy
668
+4
+0.6% +$260 0.01% 543
2026
Q2 		$35.6K Sell
664
-4
-0.6% -$253 0.01% 612
2026
Q1 		$44.2K Buy
668
+296
+80% +$16.4K 0.01% 445
2025
Q4 		$16.5K Buy
372
+1
+0.3% +$42 ﹤0.01% 670
2025
Q3 		$15.5K Buy
371
+253
+214% +$10.1K ﹤0.01% 699
2025
Q2 		$4.42K Sell
118
-6
-5% -$217 ﹤0.01% 858
2025
Q1 		$4.8K Sell
124
-1
-0.8% -$38 ﹤0.01% 697
2024
Q4 		$4.46K Buy
125
+23
+23% +$885 ﹤0.01% 555
2024
Q3 		$3.77K Sell
102
-1
-1% -$39 ﹤0.01% 635
2024
Q2 		$3.92K Buy
103
+25
+32% +$966 ﹤0.01% 297
2024
Q1 		$2.88K Buy
78
+36
+86% +$1.21K ﹤0.01% 312
2023
Q4 		$1.35K Buy
42
+2
+5% +$65 ﹤0.01% 330
2023
Q3 		$1.38K Buy
40
+2
+5% +$64 ﹤0.01% 293
2023
Q2 		$1.11K Hold
38
– – ﹤0.01% 316
2023
Q1 		$1.18K Hold
38
– – ﹤0.01% 390
2022
Q4 		$1.21K Buy
+38
New +$1.25K ﹤0.01% 324

Other funds holding SU

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

True Wealth Design's SU Position: Q3 2026 in Review

True Wealth Design increased its Suncor Energy (SU) stake by 0.6% in Q3 2026, buying an estimated $260 and bringing the position to 668 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #543.

True Wealth Design first reported a position in SU in Q4 2022 and has held it in 16 quarters since. 50 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • True Wealth Design held 668 shares of Suncor Energy worth $45.3K as of Q3 2026.
  • True Wealth Design bought 4 Suncor Energy shares in Q3 2026, an estimated $260.
  • Suncor Energy made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #543 holding.
  • True Wealth Design first reported a position in Suncor Energy in Q4 2022 and has held it in 16 quarters since.
  • 50 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.