BWM
SU icon

Baron Wealth Management’s Suncor Energy SU Stock Holding History

Baron Wealth Management’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
Q2 		$643K Buy
11,981
+345
+3% +$21.8K 0.17% 88
2026
Q1 		$769K Buy
11,636
+294
+3% +$16.3K 0.23% 59
2025
Q4 		$503K Buy
11,342
+459
+4% +$19.4K 0.16% 99
2025
Q3 		$455K Buy
10,883
+901
+9% +$36.1K 0.15% 100
2025
Q2 		$374K Buy
+9,982
New +$361K 0.13% 120

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Baron Wealth Management's SU Position: Q2 2026 in Review

Baron Wealth Management increased its Suncor Energy (SU) stake by 3% in Q2 2026, buying an estimated $21.8K and bringing the position to 11,981 shares worth $643K. The position accounts for 0.17% of the portfolio, ranked #88.

Baron Wealth Management first reported a position in SU in Q2 2025 and has held it in 5 quarters since. The position peaked at $769K in Q1 2026. 111 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Baron Wealth Management held 11,981 shares of Suncor Energy worth $643K as of Q2 2026.
  • Baron Wealth Management bought 345 Suncor Energy shares in Q2 2026, an estimated $21.8K.
  • Suncor Energy made up 0.17% of Baron Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Baron Wealth Management first reported a position in Suncor Energy in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Suncor Energy position peaked at $769K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.