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 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 $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

Bartlett & Co Wealth Management's SU Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Suncor Energy (SU) position steady in Q1 2026 at 2,000 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Bartlett & Co Wealth Management first reported a position in SU in Q3 2018 and has held it in 18 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Bartlett & Co Wealth Management held 2,000 shares of Suncor Energy worth $137K as of Q1 2026.
Bartlett & Co Wealth Management left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #511 holding.
Bartlett & Co Wealth Management first reported a position in Suncor Energy in Q3 2018 and has held it in 18 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.