Wealth Enhancement Advisory Services
SU icon

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
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 $528B AUM 27.57% 1-Year Est. Return
EIM
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
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