New England Research & Management’s Suncor Energy SU Stock Holding History

New England Research & 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
2026 Q1	–	Sell	-13,730	Closed	-$609K	–	170
2025 Q4	$609K	Buy	+13,730	New	+$580K	0.27%	92
2015 Q1	–	Sell	-10,250	Closed	-$326K	–	180
2014 Q4	$326K	Sell	10,250 -3,450	-25%	-$114K	0.28%	135
2014 Q3	$495K	Hold	13,700	–	–	0.43%	98
2014 Q2	$584K	Sell	13,700 -1,000	-7%	-$39K	0.52%	84
2014 Q1	$514K	Buy	+14,700	New	+$490K	0.47%	91

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New England Research & Management's SU Position: Q1 2026 in Review

New England Research & Management sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 13,730 shares — an estimated $609K sold.

New England Research & Management first reported a position in SU in Q1 2014 and held it in 5 quarters. The position peaked at $609K in Q4 2025. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

New England Research & Management reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
New England Research & Management sold 13,730 Suncor Energy shares in Q1 2026, an estimated $609K.
New England Research & Management first reported a position in Suncor Energy in Q1 2014 and held it in 5 quarters.
New England Research & Management's Suncor Energy position peaked at $609K in Q4 2025.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on New England Research & Management's 13F filing for Q1 2026, filed 7 May 2026.