Monticello Wealth Management »

Suncor Energy shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Suncor Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Suncor Energy by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $204k 3.0k 67.87

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Suncor Energy

Royal Bank of Canada
Vanguard Capital Management
Elliott Investment Management
Fil
Arrowstreet Capital, Limited Partnership
Dodge & Cox
FMR
TD Asset Management
Goodman & Company, Investment Counsel
Principal Financial Group
Connor, Clark & Lunn Investment Management
Manufacturers Life Insurance Company
Mackenzie Financial
Geode Capital Management
Dimensional Fund Advisors

View all funds holding Suncor Energy