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Live Oak Investment Partners’s Suncor Energy SU Stock Holding History

Live Oak Investment Partners’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 		$2.14M Sell
32,298
-2,439
-7% -$135K 1.26% 20
2025
Q4 		$1.54M Buy
34,737
+8,206
+31% +$347K 0.95% 32
2025
Q3 		$1.11M Buy
26,531
+2,755
+12% +$111K 0.73% 36
2025
Q2 		$890K Sell
23,776
-404
-2% -$14.6K 0.68% 39
2025
Q1 		$936K Buy
+24,180
New +$923K 0.74% 37
2024
Q4 		– Hold
0
– – – 43
2024
Q3 		– Hold
0
– – – 186
2024
Q2 		– Hold
0
– – – 213

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

Live Oak Investment Partners's SU Position: Q1 2026 in Review

Live Oak Investment Partners reduced its Suncor Energy (SU) stake by 7% in Q1 2026, selling an estimated $135K and leaving 32,298 shares worth $2.14M. The position accounts for 1.26% of the portfolio, ranked #20.

Live Oak Investment Partners first reported a position in SU in Q1 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Live Oak Investment Partners held 32,298 shares of Suncor Energy worth $2.14M as of Q1 2026.
  • Live Oak Investment Partners sold 2,439 Suncor Energy shares in Q1 2026, an estimated $135K.
  • Suncor Energy made up 1.26% of Live Oak Investment Partners's portfolio in Q1 2026, its #20 holding.
  • Live Oak Investment Partners first reported a position in Suncor Energy in Q1 2025 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.