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

McCarter 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	$826K	Hold	12,500	–	–	0.36%	66
2025 Q4	$555K	Hold	12,500	–	–	0.25%	83
2025 Q3	$523K	Hold	12,500	–	–	0.27%	75
2025 Q2	$468K	Hold	12,500	–	–	0.27%	70
2025 Q1	$484K	Hold	12,500	–	–	0.32%	60
2024 Q4	$446K	Hold	12,500	–	–	0.28%	63
2024 Q3	$462K	Buy	+12,500	New	+$483K	0.29%	61

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

McCarter Private Wealth Services held its Suncor Energy (SU) position steady in Q1 2026 at 12,500 shares worth $826K. The position accounts for 0.36% of the portfolio, ranked #66.

McCarter Private Wealth Services first reported a position in SU in Q3 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

McCarter Private Wealth Services held 12,500 shares of Suncor Energy worth $826K as of Q1 2026.
McCarter Private Wealth Services left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up 0.36% of McCarter Private Wealth Services's portfolio in Q1 2026, its #66 holding.
McCarter Private Wealth Services first reported a position in Suncor Energy in Q3 2024 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.