Lido Advisors
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Lido Advisors’s Suncor Energy SU Stock Holding History

Lido Advisors’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 		$682K Buy
10,322
+2,455
+31% +$136K ﹤0.01% 1138
2025
Q4 		$329K Buy
7,867
+64
+0.8% +$2.71K ﹤0.01% 1514
2025
Q3 		$326K Buy
7,803
+469
+6% +$18.8K ﹤0.01% 1440
2025
Q2 		$275K Buy
7,334
+465
+7% +$16.8K ﹤0.01% 1378
2025
Q1 		$266K Sell
6,869
-9
-0.1% -$343 ﹤0.01% 1259
2024
Q4 		$245K Sell
6,878
-3,505
-34% -$135K ﹤0.01% 1304
2024
Q3 		$383K Sell
10,383
-5,771
-36% -$223K ﹤0.01% 1050
2024
Q2 		$615K Buy
+16,154
New +$624K ﹤0.01% 858
2023
Q4 		– Sell
-6,249
Closed -$215K – 1430
2023
Q3 		$215K Buy
+6,249
New +$200K ﹤0.01% 1059
2023
Q1 		– Sell
-8,181
Closed -$260K – 1244
2022
Q4 		$260K Buy
8,181
+412
+5% +$13.5K ﹤0.01% 834
2022
Q3 		$218K Buy
7,769
+78
+1% +$2.46K ﹤0.01% 862
2022
Q2 		$269K Hold
7,691
– – ﹤0.01% 786
2022
Q1 		$250K Sell
7,691
-6,504
-46% -$193K ﹤0.01% 877
2021
Q4 		$355K Sell
14,195
-799
-5% -$19.5K ﹤0.01% 742
2021
Q3 		$310K Buy
14,994
+14
+0.1% +$280 ﹤0.01% 744
2021
Q2 		$359K Buy
14,980
+100
+0.7% +$2.29K 0.01% 649
2021
Q1 		$311K Sell
14,880
-32
-0.2% -$627 0.01% 649
2020
Q4 		$250K Buy
+14,912
New +$219K 0.01% 686

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

Lido Advisors's SU Position: Q1 2026 in Review

Lido Advisors increased its Suncor Energy (SU) stake by 31% in Q1 2026, buying an estimated $136K and bringing the position to 10,322 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Lido Advisors first reported a position in SU in Q4 2020 and has held it in 18 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Lido Advisors held 10,322 shares of Suncor Energy worth $682K as of Q1 2026.
  • Lido Advisors bought 2,455 Suncor Energy shares in Q1 2026, an estimated $136K.
  • Suncor Energy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1138 holding.
  • Lido Advisors first reported a position in Suncor Energy in Q4 2020 and has held it in 18 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.