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 Q2	$671K	Hold	12,500	–	–	0.23%	95
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

McCarter Private Wealth Services's SU Position: Q2 2026 in Review

McCarter Private Wealth Services held its Suncor Energy (SU) position steady in Q2 2026 at 12,500 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #95.

McCarter Private Wealth Services first reported a position in SU in Q3 2024 and has held it in 8 quarters since. The position peaked at $826K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

McCarter Private Wealth Services held 12,500 shares of Suncor Energy worth $671K as of Q2 2026.
McCarter Private Wealth Services left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.23% of McCarter Private Wealth Services's portfolio in Q2 2026, its #95 holding.
McCarter Private Wealth Services first reported a position in Suncor Energy in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Suncor Energy position peaked at $826K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.