Beacon Capital Management LLC (Tennessee)’s Suncor Energy SU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-289	Closed	-$10.8K	–	894
2025 Q2	$10.8K	Buy	289 +2	+0.7%	+$72	﹤0.01%	619
2025 Q1	$11.1K	Buy	287 +3	+1%	+$114	﹤0.01%	601
2024 Q4	$10.1K	Buy	284 +1	+0.4%	+$38	﹤0.01%	600
2024 Q3	$10.4K	Buy	283 +55	+24%	+$2.12K	﹤0.01%	633
2024 Q2	$8.69K	Hold	228	–	–	﹤0.01%	598
2024 Q1	$8.41K	Buy	228 +128	+128%	+$4.31K	﹤0.01%	606
2023 Q4	$3.44K	Hold	100	–	–	﹤0.01%	713
2023 Q3	$2.93K	Hold	100	–	–	﹤0.01%	780
2023 Q2	$2.93K	Hold	100	–	–	﹤0.01%	780
2023 Q1	$3.1K	Hold	100	–	–	﹤0.01%	706
2022 Q4	$3.17K	Hold	100	–	–	﹤0.01%	724
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	645
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	743
2022 Q1	$3K	Buy	+100	New	+$2.97K	﹤0.01%	744

Other funds holding SU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SU Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 289 shares — an estimated $10.8K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SU in Q1 2022 and held it in 14 quarters. The position peaked at $11.1K in Q1 2025. 636 funds tracked by Wall St. Rank hold SU as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 289 Suncor Energy shares in Q3 2025, an estimated $10.8K.
Beacon Capital Management LLC (Tennessee) first reported a position in Suncor Energy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Suncor Energy position peaked at $11.1K in Q1 2025.
636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.