A detailed history of Integrated Wealth Concepts LLC transactions in Suncor Energy Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,733 shares of SU stock, worth $742,275. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,733
Previous 31,127 46.24%
Holding current value
$742,275
Previous $1.17 Million 40.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$37.83 - $43.02 $544,525 - $619,229
-14,394 Reduced 46.24%
16,733 $699,000
Q2 2025

Aug 14, 2025

BUY
$31.54 - $41.04 $355,865 - $463,054
11,283 Added 56.86%
31,127 $1.17 Million
Q1 2025

May 15, 2025

BUY
$34.27 - $40.63 $430,636 - $510,556
12,566 Added 172.66%
19,844 $768,000
Q4 2024

Feb 14, 2025

SELL
$34.5 - $41.53 $3,588 - $4,319
-104 Reduced 1.41%
7,278 $259,000
Q3 2024

Nov 14, 2024

SELL
$36.06 - $41.7 $10,493 - $12,134
-291 Reduced 3.79%
7,382 $272,000
Q2 2024

Aug 14, 2024

BUY
$36.37 - $41.05 $279,067 - $314,976
7,673 New
7,673 $292,000
Q3 2023

Nov 15, 2023

BUY
$28.43 - $35.22 $62,261 - $77,131
2,190 Added 21.61%
12,322 $423,000
Q2 2023

Aug 15, 2023

BUY
$28.0 - $33.02 $5,376 - $6,339
192 Added 1.93%
10,132 $297,000
Q1 2023

May 03, 2023

BUY
$28.77 - $35.3 $285,973 - $350,882
9,940 New
9,940 $309,000
Q1 2021

May 13, 2021

SELL
$16.72 - $23.53 $327,996 - $461,588
-19,617 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$11.28 - $18.78 $221,279 - $368,407
19,617 New
19,617 $329,000

Others Institutions Holding SU

About SUNCOR ENERGY INC


  • Ticker SU
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,364,690,048
  • Market Cap $60.5B
  • Description
  • Suncor Energy Inc. operates as an integrated energy company. The company primarily focuses on developing petroleum resource basins in Canada's Athabasca oil sands; explores, acquires, develops, produces, transports, refines, and markets crude oil in Canada and internationally; markets petroleum and petrochemical products under the Petro-Canada n...
More about SU
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