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Clearstead Advisors’s Suncor Energy SU Stock Holding History

Clearstead Advisors’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 		$803K Buy
12,140
+11,569
+2,026% +$639K 0.01% 588
2025
Q4 		$25.3K Buy
571
+4
+0.7% +$169 ﹤0.01% 1641
2025
Q3 		$23.7K Hold
567
– – ﹤0.01% 1569
2025
Q2 		$21.2K Sell
567
-127
-18% -$4.59K ﹤0.01% 1601
2025
Q1 		$26.9K Hold
694
– – ﹤0.01% 1336
2024
Q4 		$24.8K Buy
694
+127
+22% +$4.89K ﹤0.01% 1322
2024
Q3 		$20.9K Hold
567
– – ﹤0.01% 1403
2024
Q2 		$21.6K Hold
567
– – ﹤0.01% 1359
2024
Q1 		$22.5K Hold
567
– – ﹤0.01% 930
2023
Q4 		$18.2K Sell
567
-567
-50% -$18.5K ﹤0.01% 965
2023
Q3 		$39K Buy
1,134
+567
+100% +$18.2K ﹤0.01% 923
2023
Q2 		$16.6K Sell
567
-100
-15% -$2.99K ﹤0.01% 920
2023
Q1 		$20.7K Buy
667
+567
+567% +$18.4K ﹤0.01% 850
2022
Q4 		$3.17K Hold
100
– – ﹤0.01% 1035
2022
Q3 		$3K Buy
100
+59
+144% +$1.86K ﹤0.01% 1052
2022
Q2 		$1K Sell
41
-637
-94% -$23.2K ﹤0.01% 1226
2022
Q1 		$22K Buy
678
+665
+5,115% +$19.7K ﹤0.01% 852
2021
Q4 		$0 Buy
+13
New +$317 ﹤0.01% 1428
2021
Q3 		– Sell
-83
Closed -$2K – 1384
2021
Q2 		$2K Buy
+83
New +$1.9K ﹤0.01% 1082
2020
Q4 		– Sell
-94
Closed -$1K – 1021
2020
Q3 		$1K Buy
+94
New +$1.47K ﹤0.01% 861

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

Clearstead Advisors's SU Position: Q1 2026 in Review

Clearstead Advisors increased its Suncor Energy (SU) stake by 2,026% in Q1 2026, buying an estimated $639K and bringing the position to 12,140 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #588.

Clearstead Advisors first reported a position in SU in Q3 2020 and has held it in 20 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Clearstead Advisors held 12,140 shares of Suncor Energy worth $803K as of Q1 2026.
  • Clearstead Advisors bought 11,569 Suncor Energy shares in Q1 2026, an estimated $639K.
  • Suncor Energy made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #588 holding.
  • Clearstead Advisors first reported a position in Suncor Energy in Q3 2020 and has held it in 20 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.