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Suncor Energy shares owned by Institute For Wealth Management

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

Historical chart of Institute For Wealth Management investment in Suncor Energy

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

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Quarterly reported holdings in Suncor Energy by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 10k 41.81
2025-06-30 $413k 11k 37.45
2025-03-31 $438k 11k 38.72
2024-12-31 $403k 11k 35.68
2024-09-30 $418k 11k 36.92
2024-06-30 $438k 12k 38.10
2024-03-31 $424k 12k 36.91
2023-12-31 $373k 12k 32.04
2023-09-30 $411k 12k 34.38
2023-06-30 $351k 12k 29.32
2023-03-31 $326k 11k 31.05
2022-12-31 $333k 11k 31.73
2022-09-30 $296k 11k 28.13
2022-06-30 $369k 11k 35.08
2022-03-31 $343k 11k 32.61
2021-12-31 $263k 11k 25.01
2021-09-30 $224k 11k 20.74
2021-06-30 $259k 11k 23.98
2021-03-31 $226k 11k 20.90
2020-12-31 $219k 13k 16.77