Valued Wealth Advisors’s Suncor Energy SU Stock Holding History

Valued Wealth Advisors’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	$2.09K	Hold	39	–	–	﹤0.01%	656
2026 Q1	$2.58K	Hold	39	–	–	﹤0.01%	510
2025 Q4	$1.73K	Hold	39	–	–	﹤0.01%	411
2025 Q3	$1.63K	Hold	39	–	–	﹤0.01%	399
2025 Q2	$1.46K	Hold	39	–	–	﹤0.01%	404
2025 Q1	$1.51K	Hold	39	–	–	﹤0.01%	437
2024 Q4	$1.39K	Hold	39	–	–	﹤0.01%	437
2024 Q3	$1.44K	Hold	39	–	–	﹤0.01%	406
2024 Q2	$1.49K	Hold	39	–	–	﹤0.01%	400
2024 Q1	$1.44K	Sell	39 -598	-94%	-$20.1K	﹤0.01%	399
2023 Q4	$21.9K	Buy	+637	New	+$20.8K	0.02%	82

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

Valued Wealth Advisors's SU Position: Q2 2026 in Review

Valued Wealth Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 39 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Valued Wealth Advisors first reported a position in SU in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.9K in Q4 2023. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Valued Wealth Advisors held 39 shares of Suncor Energy worth $2.09K as of Q2 2026.
Valued Wealth Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #656 holding.
Valued Wealth Advisors first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Suncor Energy position peaked at $21.9K in Q4 2023.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.