Mitchell & Pahl Private Wealth’s Suncor Energy SU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.33M Buy
24,692
+414
+2% +$26.2K 0.49% 69
2026
Q1
$1.61M Buy
24,278
+190
+0.8% +$10.5K 0.65% 60
2025
Q4
$1.07M Sell
24,088
-241
-1% -$10.2K 0.44% 80
2025
Q3
$1.02M Sell
24,329
-14
-0.1% -$562 0.43% 85
2025
Q2
$912K Buy
24,343
+1,000
+4% +$36.2K 0.4% 88
2025
Q1
$904K Sell
23,343
-747
-3% -$28.5K 0.42% 83
2024
Q4
$860K Buy
24,090
+1,587
+7% +$61.1K 0.4% 88
2024
Q3
$831K Buy
22,503
+561
+3% +$21.7K 0.39% 96
2024
Q2
$836K Sell
21,942
-245
-1% -$9.47K 0.44% 84
2024
Q1
$819K Buy
22,187
+1,260
+6% +$42.4K 0.43% 88
2023
Q4
$670K Buy
20,927
+233
+1% +$7.61K 0.38% 102
2023
Q3
$711K Buy
20,694
+2,553
+14% +$81.9K 0.42% 88
2023
Q2
$532K Buy
18,141
+1,459
+9% +$43.6K 0.32% 107
2023
Q1
$518K Buy
16,682
+358
+2% +$11.6K 0.32% 103
2022
Q4
$518K Buy
16,324
+2,405
+17% +$79K 0.34% 105
2022
Q3
$392K Buy
13,919
+1,412
+11% +$44.6K 0.29% 114
2022
Q2
$439K Buy
12,507
+1,154
+10% +$42K 0.31% 107
2022
Q1
$370K Buy
11,353
+2,461
+28% +$73K 0.24% 120
2021
Q4
$223K Buy
+8,892
New +$217K 0.14% 156

Other funds holding SU

Mitchell & Pahl Private Wealth's SU Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Suncor Energy (SU) stake by 1.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 24,692 shares worth $1.33M. The position accounts for 0.49% of the portfolio, ranked #69.

Mitchell & Pahl Private Wealth first reported a position in SU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q1 2026. 105 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 24,692 shares of Suncor Energy worth $1.33M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 414 Suncor Energy shares in Q2 2026, an estimated $26.2K.
  • Suncor Energy made up 0.49% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Suncor Energy in Q4 2021 and has held it in 19 quarters since.
  • Mitchell & Pahl Private Wealth's Suncor Energy position peaked at $1.61M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.