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WealthPlan Investment Management’s Suncor Energy SU Stock Holding History

WealthPlan Investment 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
2025
Q3 		– Sell
-18,384
Closed -$688K – 363
2025
Q2 		$688K Sell
18,384
-1,335
-7% -$48.3K 0.05% 213
2025
Q1 		$764K Buy
+19,719
New +$752K 0.08% 148

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's SU Position: Q3 2025 in Review

WealthPlan Investment Management sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 18,384 shares — an estimated $688K sold.

WealthPlan Investment Management first reported a position in SU in Q1 2025 and held it in 2 quarters. The position peaked at $764K in Q1 2025. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

  • WealthPlan Investment Management reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 18,384 Suncor Energy shares in Q3 2025, an estimated $688K.
  • WealthPlan Investment Management first reported a position in Suncor Energy in Q1 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's Suncor Energy position peaked at $764K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.