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 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 $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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Edgestream Partners's SU Position: Q1 2026 in Review

Edgestream Partners opened a new position in Suncor Energy (SU) in Q1 2026: 5,547 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SU as recently as Q3 2025.

Edgestream Partners first reported a position in SU in Q1 2018 and has held it in 11 quarters since. The position peaked at $6.1M in Q3 2022. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Edgestream Partners held 5,547 shares of Suncor Energy worth $367K as of Q1 2026.
Suncor Energy was a new Edgestream Partners position in Q1 2026.
Suncor Energy made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #779 holding.
Edgestream Partners first reported a position in Suncor Energy in Q1 2018 and has held it in 11 quarters since.
Edgestream Partners's Suncor Energy position peaked at $6.1M in Q3 2022.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.