Venturi Wealth Management’s Suncor Energy SU Stock Holding History

Venturi Wealth Management’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	$230K	Buy	+3,478	New	+$192K	0.01%	539
2025 Q1	–	Sell	-2,083	Closed	-$74.3K	–	1666
2024 Q4	$74.3K	Sell	2,083 -19	-0.9%	-$731	﹤0.01%	884
2024 Q3	$77.6K	Buy	2,102 +102	+5%	+$3.94K	﹤0.01%	638
2024 Q2	$76.2K	Hold	2,000	–	–	﹤0.01%	560
2024 Q1	$73.8K	Hold	2,000	–	–	﹤0.01%	454
2023 Q4	$64.1K	Hold	2,000	–	–	﹤0.01%	464
2023 Q3	$68.8K	Buy	+2,000	New	+$64.1K	0.01%	438
2023 Q2	–	Sell	-2,000	Closed	-$62.1K	–	1263
2023 Q1	$62.1K	Buy	+2,000	New	+$65K	0.01%	449
2018 Q1	–	Sell	-18,000	Closed	-$661K	–	192
2017 Q4	$661K	Buy	18,000 +1,000	+6%	+$34.7K	0.13%	129
2017 Q3	$589K	Buy	17,000 +6,000	+55%	+$192K	0.12%	127
2017 Q2	$321K	Buy	+11,000	New	+$338K	0.07%	151

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