Kestra Advisory Services’s Suncor Energy SU Stock Holding History

Kestra Advisory Services’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	$2.75M	Buy	51,314 +869	+2%	+$55K	0.01%	1153
2026 Q1	$3.33M	Buy	50,445 +1,178	+2%	+$65.1K	0.01%	1009
2025 Q4	$2.19M	Buy	49,267 +5,310	+12%	+$224K	0.01%	1157
2025 Q3	$1.84M	Buy	43,957 +33,151	+307%	+$1.33M	0.01%	1203
2025 Q2	$405K	Sell	10,806 -931	-8%	-$33.7K	﹤0.01%	2117
2025 Q1	$454K	Buy	11,737 +858	+8%	+$32.7K	﹤0.01%	1870
2024 Q4	$388K	Sell	10,879 -1,194	-10%	-$45.9K	﹤0.01%	2046
2024 Q3	$446K	Sell	12,073 -2,923	-19%	-$113K	﹤0.01%	1838
2024 Q2	$521K	Buy	14,996 +5,493	+58%	+$212K	﹤0.01%	1752
2024 Q1	$351K	Sell	9,503 -3,084	-25%	-$104K	﹤0.01%	1896
2023 Q4	$403K	Buy	12,587 +2,428	+24%	+$79.3K	﹤0.01%	1653
2023 Q3	$349K	Sell	10,159 -1,698	-14%	-$54.5K	﹤0.01%	1570
2023 Q2	$348K	Sell	11,857 -1,506	-11%	-$45K	﹤0.01%	1514
2023 Q1	$415K	Sell	13,363 -105	-0.8%	-$3.42K	﹤0.01%	1377
2022 Q4	$427K	Sell	13,468 -5,200	-28%	-$171K	﹤0.01%	1503
2022 Q3	$526K	Buy	18,668 +8,598	+85%	+$272K	0.01%	1285
2022 Q2	$353K	Buy	10,070 +1,528	+18%	+$55.6K	﹤0.01%	1524
2022 Q1	$278K	Sell	8,542 -279	-3%	-$8.28K	﹤0.01%	1638
2021 Q4	$221K	Buy	+8,821	New	+$215K	﹤0.01%	1819

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Kestra Advisory Services's SU Position: Q2 2026 in Review

Kestra Advisory Services increased its Suncor Energy (SU) stake by 1.7% in Q2 2026, buying an estimated $55K and bringing the position to 51,314 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #1153.

Kestra Advisory Services first reported a position in SU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.33M in Q1 2026. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Kestra Advisory Services held 51,314 shares of Suncor Energy worth $2.75M as of Q2 2026.
Kestra Advisory Services bought 869 Suncor Energy shares in Q2 2026, an estimated $55K.
Suncor Energy made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1153 holding.
Kestra Advisory Services first reported a position in Suncor Energy in Q4 2021 and has held it in 19 quarters since.
Kestra Advisory Services's Suncor Energy position peaked at $3.33M in Q1 2026.
756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.