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Joel Isaacson & Co’s Suncor Energy SU Stock Holding History

Joel Isaacson & Co’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 		$312K Sell
4,718
-200
-4% -$11.1K 0.01% 357
2025
Q4 		$218K Hold
4,918
– – 0.01% 428
2025
Q3 		$206K Buy
+4,918
New +$197K 0.01% 424
2022
Q2 		– Sell
-13,200
Closed -$452K – 314
2022
Q1 		$452K Buy
+13,200
New +$392K 0.03% 186

Other funds holding SU

Royal Bank of Canada
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Joel Isaacson & Co's SU Position: Q1 2026 in Review

Joel Isaacson & Co reduced its Suncor Energy (SU) stake by 4.1% in Q1 2026, selling an estimated $11.1K and leaving 4,718 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #357.

Joel Isaacson & Co first reported a position in SU in Q1 2022 and has held it in 4 quarters since. The position peaked at $452K in Q1 2022. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Joel Isaacson & Co held 4,718 shares of Suncor Energy worth $312K as of Q1 2026.
  • Joel Isaacson & Co sold 200 Suncor Energy shares in Q1 2026, an estimated $11.1K.
  • Suncor Energy made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #357 holding.
  • Joel Isaacson & Co first reported a position in Suncor Energy in Q1 2022 and has held it in 4 quarters since.
  • Joel Isaacson & Co's Suncor Energy position peaked at $452K in Q1 2022.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.