Venture Visionary Partners’s Suncor Energy SU Stock Holding History

Venture Visionary Partners’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	$279K	Buy	+4,216	New	+$233K	0.01%	530
2024 Q2	–	Sell	-7,231	Closed	-$267K	–	583
2024 Q1	$267K	Hold	7,231	–	–	0.01%	472
2023 Q4	$232K	Buy	7,231 +316	+5%	+$10.3K	0.01%	468
2023 Q3	$238K	Buy	+6,915	New	+$222K	0.01%	445
2023 Q1	–	Sell	-11,404	Closed	-$362K	–	510
2022 Q4	$362K	Hold	11,404	–	–	0.03%	365
2022 Q3	$321K	Hold	11,404	–	–	0.03%	358
2022 Q2	$400K	Hold	11,404	–	–	0.03%	334
2022 Q1	$371K	Hold	11,404	–	–	0.02%	371
2021 Q4	$285K	Sell	11,404 -181	-2%	-$4.41K	0.02%	423
2021 Q3	$240K	Sell	11,585 -17,635	-60%	-$353K	0.02%	452
2021 Q2	$700K	Buy	29,220 +17,826	+156%	+$409K	0.06%	255
2021 Q1	$238K	Sell	11,394 -941	-8%	-$18.4K	0.02%	409
2020 Q4	$206K	Buy	12,335 +2,249	+22%	+$33K	0.02%	368
2020 Q3	$123K	Sell	10,086 -910	-8%	-$14.2K	0.03%	194
2020 Q2	$185K	Buy	+10,996	New	+$188K	0.05%	167

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