Kathmere Capital Management’s Suncor Energy SU Stock Holding History

Kathmere Capital Management’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	$752K	Buy	11,381 +237	+2%	+$13.1K	0.05%	273
2025 Q4	$494K	Buy	11,144 +833	+8%	+$35.2K	0.03%	319
2025 Q3	$431K	Sell	10,311 -1,065	-9%	-$42.7K	0.03%	320
2025 Q2	$426K	Buy	11,376 +2,675	+31%	+$96.7K	0.03%	312
2025 Q1	$337K	Sell	8,701 -1,439	-14%	-$54.9K	0.03%	305
2024 Q4	$362K	Sell	10,140 -113	-1%	-$4.35K	0.03%	283
2024 Q3	$379K	Buy	10,253 +2,432	+31%	+$93.9K	0.04%	252
2024 Q2	$298K	Buy	7,821 +1,600	+26%	+$61.8K	0.03%	258
2024 Q1	$230K	Buy	+6,221	New	+$209K	0.03%	284

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

Kathmere Capital Management's SU Position: Q1 2026 in Review

Kathmere Capital Management increased its Suncor Energy (SU) stake by 2.1% in Q1 2026, buying an estimated $13.1K and bringing the position to 11,381 shares worth $752K. The position accounts for 0.05% of the portfolio, ranked #273.

Kathmere Capital Management first reported a position in SU in Q1 2024 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Kathmere Capital Management held 11,381 shares of Suncor Energy worth $752K as of Q1 2026.
Kathmere Capital Management bought 237 Suncor Energy shares in Q1 2026, an estimated $13.1K.
Suncor Energy made up 0.05% of Kathmere Capital Management's portfolio in Q1 2026, its #273 holding.
Kathmere Capital Management first reported a position in Suncor Energy in Q1 2024 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.