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 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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return