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 Q3	$848K	Hold	12,500	–	–	0.29%	77
2026 Q2	$671K	Hold	12,500	–	–	0.23%	95
2026 Q1	$826K	Hold	12,500	–	–	0.36%	66
2025 Q4	$554K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

McCarter Private Wealth Services's SU Position: Q3 2026 in Review

McCarter Private Wealth Services held its Suncor Energy (SU) position steady in Q3 2026 at 12,500 shares worth $848K. The position accounts for 0.29% of the portfolio, ranked #77.

McCarter Private Wealth Services first reported a position in SU in Q3 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold SU as of Q3 2026.

McCarter Private Wealth Services held 12,500 shares of Suncor Energy worth $848K as of Q3 2026.
McCarter Private Wealth Services left its Suncor Energy share count unchanged in Q3 2026.
Suncor Energy made up 0.29% of McCarter Private Wealth Services's portfolio in Q3 2026, its #77 holding.
McCarter Private Wealth Services first reported a position in Suncor Energy in Q3 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.