CoreCap Advisors
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CoreCap Advisors’s Suncor Energy SU Stock Holding History

CoreCap 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
Q3 		$109K Sell
1,609
-9
-0.6% -$586 ﹤0.01% 1065
2026
Q2 		$86.9K Buy
1,618
+9
+0.6% +$570 ﹤0.01% 1169
2026
Q1 		$106K Hold
1,609
– – ﹤0.01% 1009
2025
Q4 		$71.4K Sell
1,609
-363
-18% -$15.3K ﹤0.01% 1163
2025
Q3 		$82.4K Hold
1,972
– – ﹤0.01% 1113
2025
Q2 		$73.9K Sell
1,972
-64
-3% -$2.31K ﹤0.01% 1091
2025
Q1 		$78.8K Buy
2,036
+64
+3% +$2.44K ﹤0.01% 991
2024
Q4 		$70.4K Sell
1,972
-432
-18% -$16.6K ﹤0.01% 1047
2024
Q3 		$88.8K Buy
+2,404
New +$92.8K ﹤0.01% 966
2024
Q2 		– Sell
-2,064
Closed -$76.2K – 2456
2024
Q1 		$76.2K Buy
+2,064
New +$69.4K ﹤0.01% 956
2022
Q4 		$48K Buy
+1,513
New +$49.7K ﹤0.01% 1003
2022
Q3 		– Sell
-1,250
Closed -$44K – 1888
2022
Q2 		$44K Buy
+1,250
New +$45.5K ﹤0.01% 982
2022
Q1 		– Sell
-1,270
Closed -$32K – 1891
2021
Q4 		$32K Buy
+1,270
New +$30.9K ﹤0.01% 1156

Other funds holding SU

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

CoreCap Advisors's SU Position: Q3 2026 in Review

CoreCap Advisors reduced its Suncor Energy (SU) stake by 0.56% in Q3 2026, selling an estimated $586 and leaving 1,609 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

CoreCap Advisors first reported a position in SU in Q4 2021 and has held it in 13 quarters since. 132 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • CoreCap Advisors held 1,609 shares of Suncor Energy worth $109K as of Q3 2026.
  • CoreCap Advisors sold 9 Suncor Energy shares in Q3 2026, an estimated $586.
  • Suncor Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1065 holding.
  • CoreCap Advisors first reported a position in Suncor Energy in Q4 2021 and has held it in 13 quarters since.
  • 132 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.