KAS
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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
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
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

Kestra Advisory Services's SU Position: Q1 2026 in Review

Kestra Advisory Services increased its Suncor Energy (SU) stake by 2.4% in Q1 2026, buying an estimated $65.1K and bringing the position to 50,445 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #1009.

Kestra Advisory Services first reported a position in SU in Q4 2021 and has held it in 18 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Kestra Advisory Services held 50,445 shares of Suncor Energy worth $3.33M as of Q1 2026.
  • Kestra Advisory Services bought 1,178 Suncor Energy shares in Q1 2026, an estimated $65.1K.
  • Suncor Energy made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1009 holding.
  • Kestra Advisory Services first reported a position in Suncor Energy in Q4 2021 and has held it in 18 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.