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Essential Partners’s Suncor Energy SU Stock Holding History

Essential 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
Q3 		$47.2K Hold
696
– – 0.02% 627
2026
Q2 		$37.4K Hold
696
– – 0.02% 690
2026
Q1 		$46K Hold
696
– – 0.02% 622
2025
Q4 		$30.9K Buy
696
+14
+2% +$592 0.01% 755
2025
Q3 		$28.5K Buy
+682
New +$27.4K 0.01% 775

Other funds holding SU

Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Essential Partners's SU Position: Q3 2026 in Review

Essential Partners held its Suncor Energy (SU) position steady in Q3 2026 at 696 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #627.

Essential Partners first reported a position in SU in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Essential Partners held 696 shares of Suncor Energy worth $47.2K as of Q3 2026.
  • Essential Partners left its Suncor Energy share count unchanged in Q3 2026.
  • Suncor Energy made up 0.02% of Essential Partners's portfolio in Q3 2026, its #627 holding.
  • Essential Partners first reported a position in Suncor Energy in Q3 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.