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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
Q2 		$348K Sell
6,479
-5,661
-47% -$359K ﹤0.01% 880
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 Hold
567
– – ﹤0.01% 965
2023
Q3 		$19.5K Hold
567
– – ﹤0.01% 894
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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Clearstead Advisors's SU Position: Q2 2026 in Review

Clearstead Advisors reduced its Suncor Energy (SU) stake by 47% in Q2 2026, selling an estimated $359K and leaving 6,479 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Clearstead Advisors first reported a position in SU in Q3 2020 and has held it in 21 quarters since. The position peaked at $803K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Clearstead Advisors held 6,479 shares of Suncor Energy worth $348K as of Q2 2026.
  • Clearstead Advisors sold 5,661 Suncor Energy shares in Q2 2026, an estimated $359K.
  • Suncor Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #880 holding.
  • Clearstead Advisors first reported a position in Suncor Energy in Q3 2020 and has held it in 21 quarters since.
  • Clearstead Advisors's Suncor Energy position peaked at $803K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.