Meritage Portfolio Management’s Suncor Energy SU Stock Holding History

Meritage Portfolio Management’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
2025 Q4	–	Sell	-88,374	Closed	-$3.69M	–	341
2025 Q3	$3.69M	Sell	88,374 -949	-1%	-$38.1K	0.25%	122
2025 Q2	$3.35M	Sell	89,323 -2,373	-3%	-$85.8K	0.21%	130
2025 Q1	$3.55M	Sell	91,696 -1,863	-2%	-$71.1K	0.24%	121
2024 Q4	$3.34M	Sell	93,559 -6,205	-6%	-$239K	0.21%	126
2024 Q3	$3.68M	Buy	+99,764	New	+$3.85M	0.23%	136

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Meritage Portfolio Management's SU Position: Q4 2025 in Review

Meritage Portfolio Management sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 88,374 shares — an estimated $3.69M sold.

Meritage Portfolio Management first reported a position in SU in Q3 2024 and held it in 5 quarters. The position peaked at $3.69M in Q3 2025. 681 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Meritage Portfolio Management reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
Meritage Portfolio Management sold 88,374 Suncor Energy shares in Q4 2025, an estimated $3.69M.
Meritage Portfolio Management first reported a position in Suncor Energy in Q3 2024 and held it in 5 quarters.
Meritage Portfolio Management's Suncor Energy position peaked at $3.69M in Q3 2025.
681 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.