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
Q2 		$15.6M Buy
291,504
+224,755
+337% +$14.2M 0.02% 500
2026
Q1 		$4.41M Sell
66,749
-415,878
-86% -$23M 0.01% 901
2025
Q4 		$21.5M Sell
482,627
-238,141
-33% -$10.1M 0.03% 390
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 $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

Corient Private Wealth's SU Position: Q2 2026 in Review

Corient Private Wealth increased its Suncor Energy (SU) stake by 337% in Q2 2026, buying an estimated $14.2M and bringing the position to 291,504 shares worth $15.6M. The position accounts for 0.02% of the portfolio, ranked #500.

Corient Private Wealth first reported a position in SU in Q4 2022 and has held it in 15 quarters since. The position peaked at $31M in Q1 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Corient Private Wealth held 291,504 shares of Suncor Energy worth $15.6M as of Q2 2026.
  • Corient Private Wealth bought 224,755 Suncor Energy shares in Q2 2026, an estimated $14.2M.
  • Suncor Energy made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #500 holding.
  • Corient Private Wealth first reported a position in Suncor Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Suncor Energy position peaked at $31M in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.