Edgestream Partners’s Suncor Energy SU Stock Holding History

Edgestream Partners’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	–	Sell	-5,547	Closed	-$367K	–	1126
2026 Q1	$367K	Buy	+5,547	New	+$307K	0.01%	779
2025 Q4	–	Sell	-5,430	Closed	-$227K	–	1136
2025 Q3	$227K	Buy	+5,430	New	+$218K	0.01%	831
2025 Q2	–	Sell	-6,801	Closed	-$263K	–	1059
2025 Q1	$263K	Buy	+6,801	New	+$260K	0.01%	776
2023 Q1	–	Sell	-140,665	Closed	-$4.46M	–	647
2022 Q4	$4.46M	Sell	140,665 -76,103	-35%	-$2.5M	0.5%	42
2022 Q3	$6.1M	Buy	+216,768	New	+$6.85M	0.47%	59
2021 Q4	–	Sell	-178,447	Closed	-$3.7M	–	576
2021 Q3	$3.7M	Buy	178,447 +24,265	+16%	+$485K	0.23%	153
2021 Q2	$3.7M	Sell	154,182 -82,505	-35%	-$1.89M	0.22%	158
2021 Q1	$4.95M	Buy	236,687 +116,732	+97%	+$2.29M	0.28%	144
2020 Q4	$2.01M	Buy	+119,955	New	+$1.76M	0.1%	234
2018 Q4	–	Sell	-10,956	Closed	-$424K	–	293
2018 Q3	$424K	Buy	+10,956	New	+$443K	0.07%	196
2018 Q2	–	Sell	-10,059	Closed	-$347K	–	291
2018 Q1	$347K	Buy	+10,059	New	+$350K	0.07%	210

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Edgestream Partners's SU Position: Q2 2026 in Review

Edgestream Partners sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 5,547 shares — an estimated $367K sold.

Edgestream Partners first reported a position in SU in Q1 2018 and held it in 11 quarters. The position peaked at $6.1M in Q3 2022. 753 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Edgestream Partners reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 5,547 Suncor Energy shares in Q2 2026, an estimated $367K.
Edgestream Partners first reported a position in Suncor Energy in Q1 2018 and held it in 11 quarters.
Edgestream Partners's Suncor Energy position peaked at $6.1M in Q3 2022.
753 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.