Envestnet Portfolio Solutions’s Suncor Energy SU Stock Holding History

Envestnet Portfolio Solutions’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	$2.38M	Sell	35,957 -9,556	-21%	-$528K	0.01%	417
2025 Q4	$2.02M	Sell	45,513 -374	-0.8%	-$15.8K	0.01%	544
2025 Q3	$1.92M	Sell	45,887 -10,179	-18%	-$408K	0.01%	535
2025 Q2	$2.1M	Sell	56,066 -5,577	-9%	-$202K	0.01%	553
2025 Q1	$2.39M	Sell	61,643 -10,069	-14%	-$384K	0.01%	533
2024 Q4	$2.56M	Buy	71,712 +10,644	+17%	+$410K	0.01%	582
2024 Q3	$2.25M	Buy	61,068 +711	+1%	+$27.5K	0.01%	617
2024 Q2	$2.3M	Buy	60,357 +4,721	+8%	+$182K	0.01%	594
2024 Q1	$2.05M	Buy	55,636 +20,101	+57%	+$676K	0.01%	630
2023 Q4	$1.14M	Buy	35,535 +734	+2%	+$24K	﹤0.01%	761
2023 Q3	$1.2M	Buy	+34,801	New	+$1.12M	0.01%	704

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

Envestnet Portfolio Solutions's SU Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Suncor Energy (SU) stake by 21% in Q1 2026, selling an estimated $528K and leaving 35,957 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #417.

Envestnet Portfolio Solutions first reported a position in SU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Envestnet Portfolio Solutions held 35,957 shares of Suncor Energy worth $2.38M as of Q1 2026.
Envestnet Portfolio Solutions sold 9,556 Suncor Energy shares in Q1 2026, an estimated $528K.
Suncor Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #417 holding.
Envestnet Portfolio Solutions first reported a position in Suncor Energy in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Suncor Energy position peaked at $2.56M in Q4 2024.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.