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United Capital Financial Advisors’s Cenovus Energy CVE Stock Holding History

United Capital Financial Advisors’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$485K Buy
18,285
+1,877
+11% +$40K ﹤0.01% 1088
2025
Q4 		$278K Buy
16,408
+2,310
+16% +$40.1K ﹤0.01% 1201
2025
Q3 		$240K Sell
14,098
-4,082
-22% -$63.7K ﹤0.01% 1087
2025
Q2 		$247K Sell
18,180
-159
-0.9% -$2.06K ﹤0.01% 985
2025
Q1 		$255K Sell
18,339
-1,133
-6% -$16.3K ﹤0.01% 939
2024
Q4 		$295K Buy
19,472
+397
+2% +$6.38K ﹤0.01% 886
2024
Q3 		$319K Buy
19,075
+3,159
+20% +$58.6K ﹤0.01% 856
2024
Q2 		$313K Buy
15,916
+1,873
+13% +$37.9K ﹤0.01% 832
2024
Q1 		$281K Sell
14,043
-365
-3% -$6.23K ﹤0.01% 901
2023
Q4 		$240K Buy
+14,408
New +$264K ﹤0.01% 945
2018
Q4 		– Sell
-12,478
Closed -$125K – 1300
2018
Q3 		$125K Buy
12,478
+1,620
+15% +$15.8K ﹤0.01% 1284
2018
Q2 		$113K Buy
+10,858
New +$109K ﹤0.01% 1270

Other funds holding CVE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Financial Advisors's CVE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Cenovus Energy (CVE) stake by 11% in Q1 2026, buying an estimated $40K and bringing the position to 18,285 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

United Capital Financial Advisors first reported a position in CVE in Q2 2018 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold CVE as of Q1 2026.

  • United Capital Financial Advisors held 18,285 shares of Cenovus Energy worth $485K as of Q1 2026.
  • United Capital Financial Advisors bought 1,877 Cenovus Energy shares in Q1 2026, an estimated $40K.
  • Cenovus Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1088 holding.
  • United Capital Financial Advisors first reported a position in Cenovus Energy in Q2 2018 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.