World Investment Advisors’s Suncor Energy SU Stock Holding History

World Investment 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	$1.89M	Sell	28,572 -258	-0.9%	-$14.3K	0.03%	497
2025 Q4	$1.28M	Buy	28,830 +788	+3%	+$33.3K	0.02%	606
2025 Q3	$1.17M	Sell	28,042 -26	-0.1%	-$1.04K	0.02%	525
2025 Q2	$1.05M	Sell	28,068 -3,301	-11%	-$119K	0.02%	511
2025 Q1	$1.21M	Buy	31,369 +7,059	+29%	+$269K	0.03%	451
2024 Q4	$867K	Buy	24,310 +8,669	+55%	+$334K	0.02%	511
2024 Q3	$577K	Buy	15,641 +865	+6%	+$33.4K	0.02%	554
2024 Q2	$563K	Buy	14,776 +6,291	+74%	+$243K	0.04%	374
2024 Q1	$426K	Sell	8,485 -4,943	-37%	-$166K	0.06%	250
2023 Q4	$430K	Buy	+13,428	New	+$438K	0.06%	248

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