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Brinker Capital Investments’s Suncor Energy SU Stock Holding History

Brinker Capital Investments’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 		$741K Sell
11,214
-2,771
-20% -$153K 0.01% 1288
2025
Q4 		$620K Sell
13,985
-13,962
-50% -$590K ﹤0.01% 1503
2025
Q3 		$1.17M Sell
27,947
-1,442
-5% -$57.8K 0.01% 1143
2025
Q2 		$1.1M Sell
29,389
-36,169
-55% -$1.31M 0.01% 1148
2025
Q1 		$2.54M Sell
65,558
-14,354
-18% -$548K 0.02% 593
2024
Q4 		$2.85M Sell
79,912
-9,055
-10% -$348K 0.03% 536
2024
Q3 		$3.28M Buy
88,967
+24,713
+38% +$954K 0.03% 463
2024
Q2 		$2.45M Sell
64,254
-14,504
-18% -$560K 0.03% 560
2024
Q1 		$2.91M Sell
78,758
-83,953
-52% -$2.82M 0.03% 494
2023
Q4 		$5.38M Sell
162,711
-30,355
-16% -$991K 0.06% 295
2023
Q3 		$6.64M Sell
193,066
-4,614
-2% -$148K 0.08% 233
2023
Q2 		$5.8M Sell
197,680
-2,095
-1% -$62.7K 0.06% 295
2023
Q1 		$6.2M Buy
199,775
+7,329
+4% +$238K 0.08% 232
2022
Q4 		$6.11M Buy
192,446
+2,524
+1% +$83K 0.12% 176
2022
Q3 		$5.35M Sell
189,922
-1,482
-0.8% -$46.8K 0.11% 180
2022
Q2 		$6.71M Buy
191,404
+11,150
+6% +$406K 0.13% 167
2022
Q1 		$5.87M Buy
180,254
+80,840
+81% +$2.4M 0.09% 219
2021
Q4 		$2.49M Sell
99,414
-37,197
-27% -$906K 0.04% 490
2021
Q3 		$3.27M Hold
136,611
– – 0.05% 387
2021
Q2 		$3.27M Buy
136,611
+14,370
+12% +$330K 0.04% 441
2021
Q1 		$2.56M Buy
+122,241
New +$2.4M 0.04% 441
2020
Q4 		– Sell
-168,752
Closed -$2.06M – 1189
2020
Q3 		$2.06M Buy
+168,752
New +$2.64M 0.04% 463
2020
Q1 		– Sell
-123
Closed -$4K – 698
2019
Q4 		$4K Sell
123
-261
-68% -$8.15K ﹤0.01% 719
2019
Q3 		$12K Buy
384
+261
+212% +$7.85K ﹤0.01% 555
2019
Q2 		$4K Hold
123
– – ﹤0.01% 861
2019
Q1 		$4K Hold
123
– – ﹤0.01% 739
2018
Q4 		$3K Hold
123
– – ﹤0.01% 608
2018
Q3 		$5K Buy
+123
New +$4.98K ﹤0.01% 530

Other funds holding SU

Royal Bank of Canada
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brinker Capital Investments's SU Position: Q1 2026 in Review

Brinker Capital Investments reduced its Suncor Energy (SU) stake by 20% in Q1 2026, selling an estimated $153K and leaving 11,214 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #1288.

Brinker Capital Investments first reported a position in SU in Q3 2018 and has held it in 28 quarters since. The position peaked at $6.71M in Q2 2022. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Brinker Capital Investments held 11,214 shares of Suncor Energy worth $741K as of Q1 2026.
  • Brinker Capital Investments sold 2,771 Suncor Energy shares in Q1 2026, an estimated $153K.
  • Suncor Energy made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1288 holding.
  • Brinker Capital Investments first reported a position in Suncor Energy in Q3 2018 and has held it in 28 quarters since.
  • Brinker Capital Investments's Suncor Energy position peaked at $6.71M in Q2 2022.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.