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Suncor Energy shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Suncor Energy (SU) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Suncor Energy

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All positions including Suncor Energy held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Suncor Energy by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $757k 24k 32.04
2022-12-31 $750k 24k 31.73
2022-09-30 $282k 10k 28.16
2022-06-30 $4.8k 137 35.07