EWM
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Empirical Wealth Management’s Suncor Energy SU Stock Holding History

Empirical Wealth Management’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 		$627K Buy
11,671
+2,928
+33% +$185K 0.01% 586
2026
Q1 		$578K Buy
8,743
+857
+11% +$47.4K 0.01% 527
2025
Q4 		$350K Buy
+7,886
New +$333K 0.01% 640

Other funds holding SU

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Empirical Wealth Management's SU Position: Q2 2026 in Review

Empirical Wealth Management increased its Suncor Energy (SU) stake by 33% in Q2 2026, buying an estimated $185K and bringing the position to 11,671 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #586.

Empirical Wealth Management first reported a position in SU in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Empirical Wealth Management held 11,671 shares of Suncor Energy worth $627K as of Q2 2026.
  • Empirical Wealth Management bought 2,928 Suncor Energy shares in Q2 2026, an estimated $185K.
  • Suncor Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Empirical Wealth Management first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.