Cary Street Partners Investment Advisory’s Suncor Energy SU Stock Holding History

Cary Street Partners Investment Advisory’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	$117K	Sell	2,175 -17	-0.8%	-$1.08K	0.02%	476
2026 Q1	$145K	Buy	+2,192	New	+$121K	0.04%	404
2025 Q2	–	Sell	-1,700	Closed	-$65.8K	–	611
2025 Q1	$65.8K	Buy	1,700 +1,338	+370%	+$51.1K	0.04%	341
2024 Q4	$12.9K	Sell	362 -8,088	-96%	-$311K	0.01%	432
2024 Q3	$312K	Buy	8,450 +1,774	+27%	+$68.5K	0.01%	616
2024 Q2	$254K	Buy	+6,676	New	+$258K	0.01%	644
2023 Q4	–	Sell	-898	Closed	-$30.9K	–	1671
2023 Q3	$30.9K	Sell	898 -56	-6%	-$1.8K	﹤0.01%	987
2023 Q2	$28K	Hold	954	–	–	﹤0.01%	968
2023 Q1	$29.6K	Sell	954 -424	-31%	-$13.8K	﹤0.01%	866
2022 Q4	$43.7K	Buy	+1,378	New	+$45.3K	﹤0.01%	776
2021 Q3	–	Sell	-2,972	Closed	-$71K	–	298
2021 Q2	$71K	Buy	+2,972	New	+$68.2K	0.02%	276

Other funds holding SU

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's SU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Suncor Energy (SU) stake by 0.78% in Q2 2026, selling an estimated $1.08K and leaving 2,175 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #476.

Cary Street Partners Investment Advisory first reported a position in SU in Q2 2021 and has held it in 11 quarters since. The position peaked at $312K in Q3 2024. 467 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Cary Street Partners Investment Advisory held 2,175 shares of Suncor Energy worth $117K as of Q2 2026.
Cary Street Partners Investment Advisory sold 17 Suncor Energy shares in Q2 2026, an estimated $1.08K.
Suncor Energy made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #476 holding.
Cary Street Partners Investment Advisory first reported a position in Suncor Energy in Q2 2021 and has held it in 11 quarters since.
Cary Street Partners Investment Advisory's Suncor Energy position peaked at $312K in Q3 2024.
467 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.