Keel Point’s Suncor Energy SU Stock Holding History

Keel Point’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	–	Sell	-5,683	Closed	-$252K	–	551
2025 Q4	$252K	Buy	5,683 +68	+1%	+$2.87K	0.02%	447
2025 Q3	$235K	Sell	5,615 -2,194	-28%	-$88K	0.01%	460
2025 Q2	$292K	Sell	7,809 -18	-0.2%	-$651	0.02%	404
2025 Q1	$303K	Buy	7,827 +705	+10%	+$26.9K	0.02%	350
2024 Q4	$254K	Buy	7,122 +1,669	+31%	+$64.2K	0.02%	361
2024 Q3	$201K	Buy	5,453 +72	+1%	+$2.78K	0.02%	423
2024 Q2	$220K	Buy	+5,381	New	+$208K	0.02%	392

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

Keel Point's SU Position: Q1 2026 in Review

Keel Point sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 5,683 shares — an estimated $252K sold.

Keel Point first reported a position in SU in Q2 2024 and held it in 7 quarters. The position peaked at $303K in Q1 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Keel Point reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
Keel Point sold 5,683 Suncor Energy shares in Q1 2026, an estimated $252K.
Keel Point first reported a position in Suncor Energy in Q2 2024 and held it in 7 quarters.
Keel Point's Suncor Energy position peaked at $303K in Q1 2025.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.