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United Financial Planning Group’s Suncor Energy SU Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-41
Closed -$1.82K – 614
2025
Q4 		$1.82K Buy
+41
New +$1.73K ﹤0.01% 337

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

United Financial Planning Group's SU Position: Q1 2026 in Review

United Financial Planning Group sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 41 shares — an estimated $1.82K sold.

United Financial Planning Group first reported a position in SU in Q4 2025 and held it in 1 quarter. The position peaked at $1.82K in Q4 2025. 753 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • United Financial Planning Group reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 41 Suncor Energy shares in Q1 2026, an estimated $1.82K.
  • United Financial Planning Group first reported a position in Suncor Energy in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Suncor Energy position peaked at $1.82K in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.