Corient Private Wealth
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Corient Private Wealth’s Suncor Energy SU Stock Holding History

Corient Private Wealth’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 		$4.41M Sell
66,749
-904,465
-93% -$50M 0.01% 901
2025
Q4 		$43.2M Buy
971,214
+250,446
+35% +$10.6M 0.03% 395
2025
Q3 		$30.1M Sell
720,768
-16,577
-2% -$665K 0.05% 319
2025
Q2 		$27.6M Sell
737,345
-63,690
-8% -$2.3M 0.04% 334
2025
Q1 		$31M Buy
801,035
+52,170
+7% +$1.99M 0.05% 307
2024
Q4 		$26.7M Buy
748,865
+307,469
+70% +$11.8M 0.04% 337
2024
Q3 		$16.3M Buy
441,396
+10,005
+2% +$386K 0.03% 455
2024
Q2 		$16.4M Buy
431,391
+12,035
+3% +$465K 0.03% 426
2024
Q1 		$15.5M Buy
419,356
+43,087
+11% +$1.45M 0.03% 438
2023
Q4 		$12.1M Buy
376,269
+282,579
+302% +$9.23M 0.02% 478
2023
Q3 		$3.22M Buy
93,690
+1,198
+1% +$38.4K 0.01% 756
2023
Q2 		$2.71M Buy
92,492
+21,708
+31% +$649K 0.01% 808
2023
Q1 		$2.2M Buy
70,784
+40,507
+134% +$1.32M 0.01% 814
2022
Q4 		$961K Buy
+30,277
New +$995K ﹤0.01% 928

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 Private Wealth's SU Position: Q1 2026 in Review

Corient Private Wealth reduced its Suncor Energy (SU) stake by 93% in Q1 2026, selling an estimated $50M and leaving 66,749 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #901.

Corient Private Wealth first reported a position in SU in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.2M in Q4 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Corient Private Wealth held 66,749 shares of Suncor Energy worth $4.41M as of Q1 2026.
  • Corient Private Wealth sold 904,465 Suncor Energy shares in Q1 2026, an estimated $50M.
  • Suncor Energy made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #901 holding.
  • Corient Private Wealth first reported a position in Suncor Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Suncor Energy position peaked at $43.2M in Q4 2025.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.