Financial Perspectives’s Suncor Energy SU Stock Holding History

Financial Perspectives’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	$35.6K	Hold	524	–	–	0.01%	392
2026 Q2	$28.1K	Hold	524	–	–	0.01%	414
2026 Q1	$34.6K	Hold	524	–	–	0.01%	369
2025 Q4	$23.2K	Hold	524	–	–	0.01%	416
2025 Q3	$21.9K	Hold	524	–	–	0.01%	413
2025 Q2	$19.6K	Hold	524	–	–	0.01%	420
2025 Q1	$20.3K	Hold	524	–	–	0.01%	411
2024 Q4	$18.7K	Hold	524	–	–	0.01%	417
2024 Q3	$19.3K	Hold	524	–	–	0.01%	394
2024 Q2	$20K	Hold	524	–	–	0.01%	382
2024 Q1	$19.3K	Hold	524	–	–	0.01%	389
2023 Q4	$16.8K	Hold	524	–	–	0.01%	401
2023 Q3	$18K	Hold	524	–	–	0.01%	371
2023 Q2	$15.4K	Hold	524	–	–	0.01%	393
2023 Q1	$16.3K	Hold	524	–	–	0.01%	386
2022 Q4	$16.6K	Hold	524	–	–	0.01%	382
2022 Q3	$14.8K	Hold	524	–	–	0.01%	389
2022 Q2	$18.4K	Hold	524	–	–	0.01%	362
2022 Q1	$17.1K	Hold	524	–	–	0.01%	394
2021 Q4	$13.1K	Buy	+524	New	+$12.8K	0.01%	413
2021 Q3	–	Sell	-524	Closed	-$12.6K	–	663
2021 Q2	$12.6K	Hold	524	–	–	0.01%	444
2021 Q1	$11K	Hold	524	–	–	0.01%	436
2020 Q4	$8.79K	Hold	524	–	–	0.01%	419
2020 Q3	$6.41K	Hold	524	–	–	﹤0.01%	401
2020 Q2	$8.84K	Hold	524	–	–	0.01%	362
2020 Q1	$8.28K	Hold	524	–	–	0.01%	342
2019 Q4	$17.2K	Buy	+524	New	+$16.4K	0.01%	278

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Perspectives's SU Position: Q3 2026 in Review

Financial Perspectives held its Suncor Energy (SU) position steady in Q3 2026 at 524 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #392.

Financial Perspectives first reported a position in SU in Q4 2019 and has held it in 27 quarters since. 455 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Financial Perspectives held 524 shares of Suncor Energy worth $35.6K as of Q3 2026.
Financial Perspectives left its Suncor Energy share count unchanged in Q3 2026.
Suncor Energy made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #392 holding.
Financial Perspectives first reported a position in Suncor Energy in Q4 2019 and has held it in 27 quarters since.
455 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.