Burling Wealth Partners’s Suncor Energy SU Stock Holding History

Burling Wealth Partners’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	$4.14M	Buy	77,176 +2,464	+3%	+$156K	0.61%	39
2026 Q1	$4.94M	Buy	74,712 +13,878	+23%	+$767K	0.8%	35
2025 Q4	$2.7M	Buy	60,834 +11,507	+23%	+$486K	0.42%	58
2025 Q3	$2.06M	Buy	49,327 +6,757	+16%	+$271K	0.34%	68
2025 Q2	$1.59M	Buy	42,570 +5,851	+16%	+$212K	0.29%	76
2025 Q1	$1.42M	Buy	36,719 +12,579	+52%	+$480K	0.3%	78
2024 Q4	$861K	Buy	+24,140	New	+$929K	0.18%	100

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

Burling Wealth Partners's SU Position: Q2 2026 in Review

Burling Wealth Partners increased its Suncor Energy (SU) stake by 3.3% in Q2 2026, buying an estimated $156K and bringing the position to 77,176 shares worth $4.14M. The position accounts for 0.61% of the portfolio, ranked #39.

Burling Wealth Partners first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.94M in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Burling Wealth Partners held 77,176 shares of Suncor Energy worth $4.14M as of Q2 2026.
Burling Wealth Partners bought 2,464 Suncor Energy shares in Q2 2026, an estimated $156K.
Suncor Energy made up 0.61% of Burling Wealth Partners's portfolio in Q2 2026, its #39 holding.
Burling Wealth Partners first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Suncor Energy position peaked at $4.94M in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.