Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Suncor Energy SU Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.41M Buy
91,242
+146
+0.2% +$9.25K 0.01% 959
2026
Q1 		$6M Sell
91,096
-155,154
-63% -$8.58M 0.01% 811
2025
Q4 		$11.1M Sell
246,250
-236
-0.1% -$9.97K 0.02% 659
2025
Q3 		$10.2M Sell
246,486
-5,116
-2% -$205K 0.02% 650
2025
Q2 		$9.65M Sell
251,602
-4,156
-2% -$150K 0.02% 640
2025
Q1 		$9.9M Buy
255,758
+5,888
+2% +$225K 0.02% 583
2024
Q4 		$8.92M Buy
249,870
+137,266
+122% +$5.28M 0.02% 600
2024
Q3 		$4.16M Buy
112,604
+43,869
+64% +$1.69M 0.01% 786
2024
Q2 		$2.62M Sell
68,735
-14,996
-18% -$579K 0.01% 886
2024
Q1 		$3.09M Buy
83,731
+5,082
+6% +$171K 0.01% 804
2023
Q4 		$2.52M Sell
78,649
-6,527
-8% -$213K 0.01% 821
2023
Q3 		$2.93M Buy
+85,176
New +$2.73M 0.01% 725

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's SU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Suncor Energy (SU) stake by 0.16% in Q2 2026, buying an estimated $9.25K and bringing the position to 91,242 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #959.

Wealth Enhancement Advisory Services first reported a position in SU in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 91,242 shares of Suncor Energy worth $5.41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 146 Suncor Energy shares in Q2 2026, an estimated $9.25K.
  • Suncor Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #959 holding.
  • Wealth Enhancement Advisory Services first reported a position in Suncor Energy in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Suncor Energy position peaked at $11.1M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.