Bartlett & Co Wealth Management’s Suncor Energy SU Stock Holding History

Bartlett & Co 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	$107K	Hold	2,000	–	–	﹤0.01%	619
2026 Q1	$137K	Hold	2,000	–	–	﹤0.01%	511
2025 Q4	$88.7K	Hold	2,000	–	–	﹤0.01%	577
2025 Q3	$83.6K	Hold	2,000	–	–	﹤0.01%	587
2025 Q2	$74.9K	Hold	2,000	–	–	﹤0.01%	597
2025 Q1	$77.4K	Hold	2,000	–	–	﹤0.01%	583
2024 Q4	$71.4K	Hold	2,000	–	–	﹤0.01%	586
2024 Q3	$73.8K	Sell	2,000 -400	-17%	-$15.4K	﹤0.01%	592
2024 Q2	$91.4K	Hold	2,400	–	–	﹤0.01%	563
2024 Q1	$88.6K	Hold	2,400	–	–	﹤0.01%	579
2023 Q4	$76.5K	Sell	2,400 -300	-11%	-$9.79K	﹤0.01%	621
2023 Q3	$92.8K	Hold	2,700	–	–	﹤0.01%	556
2023 Q2	$79.2K	Buy	2,700 +2,600	+2,600%	+$77.8K	﹤0.01%	577
2023 Q1	$3.1K	Hold	100	–	–	﹤0.01%	950
2022 Q4	$3.17K	Hold	100	–	–	﹤0.01%	979
2022 Q3	$2.81K	Buy	+100	New	+$3.16K	﹤0.01%	1010
2020 Q2	–	Sell	-1,000	Closed	-$15.8K	–	886
2020 Q1	$15.8K	Buy	+1,000	New	+$26.2K	﹤0.01%	608
2019 Q2	–	Sell	-47	Closed	-$1.52K	–	809
2019 Q1	$1.52K	Buy	+47	New	+$1.53K	﹤0.01%	659
2018 Q4	–	Sell	-39	Closed	-$1.51K	–	722
2018 Q3	$1.51K	Buy	+39	New	+$1.58K	﹤0.01%	667

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bartlett & Co Wealth Management's SU Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Suncor Energy (SU) position steady in Q2 2026 at 2,000 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Bartlett & Co Wealth Management first reported a position in SU in Q3 2018 and has held it in 19 quarters since. The position peaked at $137K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Bartlett & Co Wealth Management held 2,000 shares of Suncor Energy worth $107K as of Q2 2026.
Bartlett & Co Wealth Management left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #619 holding.
Bartlett & Co Wealth Management first reported a position in Suncor Energy in Q3 2018 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's Suncor Energy position peaked at $137K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.