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Kestra Private Wealth Services’s Suncor Energy SU Stock Holding History

Kestra Private Wealth 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 		$865K Sell
13,088
-3,894
-23% -$215K 0.01% 910
2025
Q4 		$753K Buy
16,982
+436
+3% +$18.4K 0.01% 946
2025
Q3 		$692K Sell
16,546
-588
-3% -$23.6K 0.01% 944
2025
Q2 		$642K Sell
17,134
-407
-2% -$14.7K 0.01% 926
2025
Q1 		$679K Sell
17,541
-4,962
-22% -$189K 0.01% 828
2024
Q4 		$803K Buy
22,503
+7,088
+46% +$273K 0.01% 729
2024
Q3 		$569K Sell
15,415
-7,158
-32% -$276K 0.01% 825
2024
Q2 		$860K Buy
22,573
+2,218
+11% +$85.7K 0.02% 626
2024
Q1 		$751K Sell
20,355
-4,757
-19% -$160K 0.02% 641
2023
Q4 		$805K Buy
25,112
+307
+1% +$10K 0.02% 581
2023
Q3 		$853K Buy
24,805
+8,781
+55% +$282K 0.03% 509
2023
Q2 		$470K Buy
16,024
+2,848
+22% +$85.2K 0.02% 660
2023
Q1 		$409K Buy
13,176
+1,919
+17% +$62.4K 0.02% 658
2022
Q4 		$357K Buy
+11,257
New +$370K 0.02% 618
2021
Q3 		– Sell
-37,613
Closed -$902K – 969
2021
Q2 		$902K Sell
37,613
-804
-2% -$18.4K 0.05% 356
2021
Q1 		$803K Buy
+38,417
New +$753K 0.06% 343

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 Private Wealth Services's SU Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Suncor Energy (SU) stake by 23% in Q1 2026, selling an estimated $215K and leaving 13,088 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #910.

Kestra Private Wealth Services first reported a position in SU in Q1 2021 and has held it in 16 quarters since. The position peaked at $902K in Q2 2021. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Kestra Private Wealth Services held 13,088 shares of Suncor Energy worth $865K as of Q1 2026.
  • Kestra Private Wealth Services sold 3,894 Suncor Energy shares in Q1 2026, an estimated $215K.
  • Suncor Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #910 holding.
  • Kestra Private Wealth Services first reported a position in Suncor Energy in Q1 2021 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Suncor Energy position peaked at $902K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.