Heritage Family Offices’s Suncor Energy SU Stock Holding History

Heritage Family Offices’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	$542K	Sell	8,204 -8,097	-50%	-$448K	0.24%	98
2025 Q4	$723K	Sell	16,301 -1,776	-10%	-$75.1K	0.33%	71
2025 Q3	$756K	Buy	18,077 +158	+0.9%	+$6.34K	0.35%	67
2025 Q2	$687K	Hold	17,919	–	–	0.35%	69
2025 Q1	$694K	Sell	17,919 -2,213	-11%	-$84.4K	0.35%	69
2024 Q4	$718K	Buy	20,132 +1,379	+7%	+$53.1K	0.36%	64
2024 Q3	$692K	Buy	18,753 +97	+0.5%	+$3.75K	0.36%	63
2024 Q2	$711K	Buy	+18,656	New	+$721K	0.39%	58

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Family Offices's SU Position: Q1 2026 in Review

Heritage Family Offices reduced its Suncor Energy (SU) stake by 50% in Q1 2026, selling an estimated $448K and leaving 8,204 shares worth $542K. The position accounts for 0.24% of the portfolio, ranked #98.

Heritage Family Offices first reported a position in SU in Q2 2024 and has held it in 8 quarters since. The position peaked at $756K in Q3 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Heritage Family Offices held 8,204 shares of Suncor Energy worth $542K as of Q1 2026.
Heritage Family Offices sold 8,097 Suncor Energy shares in Q1 2026, an estimated $448K.
Suncor Energy made up 0.24% of Heritage Family Offices's portfolio in Q1 2026, its #98 holding.
Heritage Family Offices first reported a position in Suncor Energy in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's Suncor Energy position peaked at $756K in Q3 2025.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.