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Waverly Advisors’s Suncor Energy SU Stock Holding History

Waverly 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 		$839K Buy
12,697
+1,220
+11% +$67.4K 0.01% 883
2025
Q4 		$509K Buy
11,477
+734
+7% +$31K ﹤0.01% 1003
2025
Q3 		$449K Sell
10,743
-209
-2% -$8.38K ﹤0.01% 887
2025
Q2 		$410K Sell
10,952
-4,045
-27% -$146K ﹤0.01% 864
2025
Q1 		$581K Sell
14,997
-957
-6% -$36.5K 0.01% 732
2024
Q4 		$569K Buy
+15,954
New +$614K 0.01% 652
2015
Q4 		– Sell
-608
Closed -$16K – 357
2015
Q3 		$16K Hold
608
– – 0.01% 314
2015
Q2 		$17K Hold
608
– – 0.01% 229
2015
Q1 		$18K Hold
608
– – 0.01% 204
2014
Q4 		$19K Sell
608
-107
-15% -$3.54K 0.01% 220
2014
Q3 		$26K Buy
715
+608
+568% +$24.4K 0.01% 297
2014
Q2 		$5K Buy
107
+14
+15% +$545 ﹤0.01% 593
2014
Q1 		$3K Sell
93
-1,276
-93% -$42.5K ﹤0.01% 634
2013
Q4 		$48K Buy
1,369
+93
+7% +$3.27K 0.02% 338
2013
Q3 		$46K Buy
+1,276
New +$42.4K 0.02% 266

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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
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

Waverly Advisors's SU Position: Q1 2026 in Review

Waverly Advisors increased its Suncor Energy (SU) stake by 11% in Q1 2026, buying an estimated $67.4K and bringing the position to 12,697 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #883.

Waverly Advisors first reported a position in SU in Q3 2013 and has held it in 15 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Waverly Advisors held 12,697 shares of Suncor Energy worth $839K as of Q1 2026.
  • Waverly Advisors bought 1,220 Suncor Energy shares in Q1 2026, an estimated $67.4K.
  • Suncor Energy made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #883 holding.
  • Waverly Advisors first reported a position in Suncor Energy in Q3 2013 and has held it in 15 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.