CI
SU icon

Corient IA’s Suncor Energy SU Stock Holding History

Corient IA’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 		$394K Hold
5,960
– – 0.37% 96
2025
Q4 		$264K Sell
5,960
-4,040
-40% -$171K 0.25% 169
2025
Q3 		$418K Hold
10,000
– – 0.31% 127
2025
Q2 		$375K Hold
10,000
– – 0.22% 182
2025
Q1 		$387K Buy
+10,000
New +$382K 0.28% 148

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

Corient IA's SU Position: Q1 2026 in Review

Corient IA held its Suncor Energy (SU) position steady in Q1 2026 at 5,960 shares worth $394K. The position accounts for 0.37% of the portfolio, ranked #96.

Corient IA first reported a position in SU in Q1 2025 and has held it in 5 quarters since. The position peaked at $418K in Q3 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Corient IA held 5,960 shares of Suncor Energy worth $394K as of Q1 2026.
  • Corient IA left its Suncor Energy share count unchanged in Q1 2026.
  • Suncor Energy made up 0.37% of Corient IA's portfolio in Q1 2026, its #96 holding.
  • Corient IA first reported a position in Suncor Energy in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Suncor Energy position peaked at $418K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.