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Key Financial Inc’s Suncor Energy SU Stock Holding History

Key Financial Inc’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
2025
Q4 		– Sell
-64
Closed -$2.64K – 1506
2025
Q3 		$2.64K Hold
64
– – ﹤0.01% 1155
2025
Q2 		$2.4K Buy
+64
New +$2.31K ﹤0.01% 1162
2021
Q3 		– Sell
-200
Closed -$5K – 949
2021
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 692

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Key Financial Inc's SU Position: Q4 2025 in Review

Key Financial Inc sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 64 shares — an estimated $2.64K sold.

Key Financial Inc first reported a position in SU in Q2 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 680 funds tracked by Wall St. Rank hold SU as of Q4 2025.

  • Key Financial Inc reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 64 Suncor Energy shares in Q4 2025, an estimated $2.64K.
  • Key Financial Inc first reported a position in Suncor Energy in Q2 2021 and held it in 3 quarters.
  • Key Financial Inc's Suncor Energy position peaked at $5K in Q2 2021.
  • 680 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.