Global Retirement Partners’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $267K | Buy |
6,026
+2,338
| +63% | +$98.8K | ﹤0.01% | 1304 |
|
|
2025
Q3 | $154K | Sell |
3,688
-381
| -9% | -$15.3K | ﹤0.01% | 1306 |
|
|
2025
Q2 | $152K | Buy |
+4,069
| New | +$147K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $130K | Buy |
3,635
+1,253
| +53% | +$48.2K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $88K | Sell |
2,382
-80
| -3% | -$3.09K | ﹤0.01% | 1301 |
|
|
2024
Q2 | $93.8K | Buy |
2,462
+727
| +42% | +$28.1K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $64K | Sell |
1,735
-62
| -3% | -$2.09K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $57.5K | Buy |
1,797
+121
| +7% | +$3.95K | ﹤0.01% | 1298 |
|
|
2023
Q3 | $53.4K | Buy |
1,676
+664
| +66% | +$21.3K | ﹤0.01% | 1239 |
|
|
2023
Q2 | $29.7K | Buy |
1,012
+19
| +2% | +$568 | ﹤0.01% | 1501 |
|
|
2023
Q1 | $28.4K | Buy |
993
+18
| +2% | +$585 | ﹤0.01% | 1495 |
|
|
2022
Q4 | $30.9K | Buy |
975
+17
| +2% | +$559 | ﹤0.01% | 1290 |
|
|
2022
Q3 | $33K | Buy |
958
+75
| +8% | +$2.37K | ﹤0.01% | 1178 |
|
|
2022
Q2 | $31K | Buy |
883
+2
| +0.2% | +$73 | ﹤0.01% | 1178 |
|
|
2022
Q1 | $34K | Buy |
+881
| New | +$26.1K | ﹤0.01% | 1153 |
|
|
2021
Q4 | – | Sell |
-780
| Closed | -$16K | – | 1604 |
|
|
2021
Q3 | $16K | Buy |
780
+1
| +0.1% | +$20 | ﹤0.01% | 1283 |
|
|
2021
Q2 | $19K | Buy |
779
+1
| +0.1% | +$23 | ﹤0.01% | 1206 |
|
|
2021
Q1 | $16K | Sell |
778
-1,292
| -62% | -$25.3K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $35K | Sell |
2,070
-507
| -20% | -$7.45K | ﹤0.01% | 849 |
|
|
2020
Q3 | $32K | Sell |
2,577
-1,565
| -38% | -$24.5K | ﹤0.01% | 770 |
|
|
2020
Q2 | $70K | Buy |
4,142
+200
| +5% | +$3.42K | 0.01% | 558 |
|
|
2020
Q1 | $62K | Buy |
3,942
+156
| +4% | +$4.09K | 0.01% | 520 |
|
|
2019
Q4 | $124K | Sell |
3,786
-274
| -7% | -$8.55K | 0.02% | 446 |
|
|
2019
Q3 | $128K | Buy |
4,060
+344
| +9% | +$10.3K | 0.02% | 434 |
|
|
2019
Q2 | $116K | Sell |
3,716
-53
| -1% | -$1.7K | 0.02% | 426 |
|
|
2019
Q1 | $122K | Buy |
3,769
+354
| +10% | +$11.5K | 0.03% | 370 |
|
|
2018
Q4 | $96K | Buy |
3,415
+671
| +24% | +$22.3K | 0.02% | 390 |
|
|
2018
Q3 | $106K | Buy |
2,744
+50
| +2% | +$2.02K | 0.02% | 387 |
|
|
2018
Q2 | $110K | Hold |
2,694
| – | – | 0.03% | 374 |
|
|
2018
Q1 | $93K | Buy |
2,694
+155
| +6% | +$5.4K | 0.03% | 389 |
|
|
2017
Q4 | $93K | Buy |
2,539
+225
| +10% | +$7.82K | 0.03% | 376 |
|
|
2017
Q3 | $81K | Buy |
2,314
+208
| +10% | +$6.64K | 0.03% | 348 |
|
|
2017
Q2 | $61K | Sell |
2,106
-57
| -3% | -$1.75K | 0.03% | 379 |
|
|
2017
Q1 | $67K | Sell |
2,163
-355
| -14% | -$11.2K | 0.04% | 336 |
|
|
2016
Q4 | $82K | Buy |
+2,518
| New | +$77.2K | 0.06% | 273 |
|
Other funds holding SU
EIM
Global Retirement Partners's SU Position: Q4 2025 in Review
Global Retirement Partners increased its Suncor Energy (SU) stake by 63% in Q4 2025, buying an estimated $98.8K and bringing the position to 6,026 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.
Global Retirement Partners first reported a position in SU in Q4 2016 and has held it in 35 quarters since. 679 funds tracked by Wall St. Rank hold SU as of Q4 2025.
- Global Retirement Partners held 6,026 shares of Suncor Energy worth $267K as of Q4 2025.
- Global Retirement Partners bought 2,338 Suncor Energy shares in Q4 2025, an estimated $98.8K.
- Suncor Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1304 holding.
- Global Retirement Partners first reported a position in Suncor Energy in Q4 2016 and has held it in 35 quarters since.
- 679 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.