Ascent Group’s Suncor Energy SU Stock Holding History

Ascent Group’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	$435K	Sell	6,587 -93	-1%	-$5.14K	0.02%	528
2025 Q4	$296K	Sell	6,680 -847	-11%	-$35.8K	0.01%	617
2025 Q3	$315K	Buy	7,527 +1,758	+30%	+$70.5K	0.01%	587
2025 Q2	$216K	Buy	5,769 +260	+5%	+$9.4K	0.01%	667
2025 Q1	$213K	Buy	+5,509	New	+$210K	0.01%	651

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ascent Group's SU Position: Q1 2026 in Review

Ascent Group reduced its Suncor Energy (SU) stake by 1.4% in Q1 2026, selling an estimated $5.14K and leaving 6,587 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #528.

Ascent Group first reported a position in SU in Q1 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Ascent Group held 6,587 shares of Suncor Energy worth $435K as of Q1 2026.
Ascent Group sold 93 Suncor Energy shares in Q1 2026, an estimated $5.14K.
Suncor Energy made up 0.02% of Ascent Group's portfolio in Q1 2026, its #528 holding.
Ascent Group first reported a position in Suncor Energy in Q1 2025 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.