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EP Wealth Advisors’s Suncor Energy SU Stock Holding History

EP Wealth Advisors’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 		$307K Sell
4,641
-2,168
-32% -$120K ﹤0.01% 1149
2025
Q4 		$302K Buy
+6,809
New +$288K ﹤0.01% 1131

Other funds holding SU

Royal Bank of Canada
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EP Wealth Advisors's SU Position: Q1 2026 in Review

EP Wealth Advisors reduced its Suncor Energy (SU) stake by 32% in Q1 2026, selling an estimated $120K and leaving 4,641 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

EP Wealth Advisors first reported a position in SU in Q4 2025 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • EP Wealth Advisors held 4,641 shares of Suncor Energy worth $307K as of Q1 2026.
  • EP Wealth Advisors sold 2,168 Suncor Energy shares in Q1 2026, an estimated $120K.
  • Suncor Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1149 holding.
  • EP Wealth Advisors first reported a position in Suncor Energy in Q4 2025 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.