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Inspire Advisors’s Suncor Energy SU Stock Holding History

Inspire 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 		$542K Sell
10,111
-3,202
-24% -$203K 0.04% 371
2026
Q1 		$880K Sell
13,313
-1,250
-9% -$69.1K 0.07% 216
2025
Q4 		$646K Sell
14,563
-858
-6% -$36.3K 0.06% 250
2025
Q3 		$645K Buy
15,421
+1,292
+9% +$51.8K 0.06% 250
2025
Q2 		$529K Sell
14,129
-285
-2% -$10.3K 0.05% 280
2025
Q1 		$558K Sell
14,414
-794
-5% -$30.3K 0.06% 231
2024
Q4 		$543K Buy
15,208
+1,107
+8% +$42.6K 0.07% 228
2024
Q3 		$521K Buy
14,101
+105
+0.8% +$4.05K 0.06% 239
2024
Q2 		$533K Sell
13,996
-1,243
-8% -$48K 0.07% 191
2024
Q1 		$562K Buy
15,239
+3,220
+27% +$108K 0.08% 186
2023
Q4 		$385K Buy
12,019
+1,983
+20% +$64.7K 0.06% 223
2023
Q3 		$345K Buy
10,036
+908
+10% +$29.1K 0.06% 179
2023
Q2 		$268K Buy
9,128
+1,384
+18% +$41.4K 0.05% 187
2023
Q1 		$240K Buy
7,744
+1,033
+15% +$33.6K 0.06% 166
2022
Q4 		$213K Buy
+6,711
New +$221K 0.05% 150

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

Inspire Advisors's SU Position: Q2 2026 in Review

Inspire Advisors reduced its Suncor Energy (SU) stake by 24% in Q2 2026, selling an estimated $203K and leaving 10,111 shares worth $542K. The position accounts for 0.04% of the portfolio, ranked #371.

Inspire Advisors first reported a position in SU in Q4 2022 and has held it in 15 quarters since. The position peaked at $880K in Q1 2026. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Inspire Advisors held 10,111 shares of Suncor Energy worth $542K as of Q2 2026.
  • Inspire Advisors sold 3,202 Suncor Energy shares in Q2 2026, an estimated $203K.
  • Suncor Energy made up 0.04% of Inspire Advisors's portfolio in Q2 2026, its #371 holding.
  • Inspire Advisors first reported a position in Suncor Energy in Q4 2022 and has held it in 15 quarters since.
  • Inspire Advisors's Suncor Energy position peaked at $880K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.