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EverSource Wealth Advisors’s Suncor Energy SU Stock Holding History

EverSource 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
Q2 		$158K Sell
2,943
-931
-24% -$59K 0.01% 1138
2026
Q1 		$256K Buy
3,874
+788
+26% +$43.6K 0.01% 923
2025
Q4 		$137K Buy
3,086
+139
+5% +$5.88K 0.01% 1154
2025
Q3 		$123K Buy
2,947
+280
+10% +$11.2K ﹤0.01% 1170
2025
Q2 		$99.9K Buy
2,667
+464
+21% +$16.8K ﹤0.01% 1202
2025
Q1 		$85.3K Sell
2,203
-436
-17% -$16.6K ﹤0.01% 975
2024
Q4 		$94.2K Sell
2,639
-132
-5% -$5.08K 0.01% 926
2024
Q3 		$102K Sell
2,771
-83
-3% -$3.21K 0.01% 781
2024
Q2 		$114K Buy
2,854
+124
+5% +$4.79K 0.01% 748
2024
Q1 		$104K Buy
2,730
+377
+16% +$12.7K 0.01% 684
2023
Q4 		$75.4K Buy
2,353
+154
+7% +$5.03K 0.01% 744
2023
Q3 		$75.6K Buy
2,199
+726
+49% +$23.3K 0.01% 666
2023
Q2 		$43.2K Sell
1,473
-118
-7% -$3.53K ﹤0.01% 891
2023
Q1 		$49.4K Sell
1,591
-286
-15% -$9.3K 0.01% 796
2022
Q4 		$59.6K Buy
1,877
+325
+21% +$10.7K 0.01% 697
2022
Q3 		$43K Sell
1,552
-1,113
-42% -$35.2K 0.01% 670
2022
Q2 		$93K Buy
2,665
+1,410
+112% +$51.3K 0.02% 391
2022
Q1 		$41K Sell
1,255
-75
-6% -$2.23K 0.01% 502
2021
Q4 		$33K Buy
+1,330
New +$32.4K 0.01% 513

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

EverSource Wealth Advisors's SU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Suncor Energy (SU) stake by 24% in Q2 2026, selling an estimated $59K and leaving 2,943 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #1138.

EverSource Wealth Advisors first reported a position in SU in Q4 2021 and has held it in 19 quarters since. The position peaked at $256K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • EverSource Wealth Advisors held 2,943 shares of Suncor Energy worth $158K as of Q2 2026.
  • EverSource Wealth Advisors sold 931 Suncor Energy shares in Q2 2026, an estimated $59K.
  • Suncor Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1138 holding.
  • EverSource Wealth Advisors first reported a position in Suncor Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Suncor Energy position peaked at $256K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.