NA
SU icon

NewEdge Advisors’s Suncor Energy SU Stock Holding History

NewEdge Advisors’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 		$5.2M Sell
96,891
-23,040
-19% -$1.46M 0.02% 762
2026
Q1 		$7.93M Buy
119,931
+8,064
+7% +$446K 0.03% 519
2025
Q4 		$4.96M Buy
111,867
+1,364
+1% +$57.6K 0.02% 659
2025
Q3 		$4.62M Buy
110,503
+43,361
+65% +$1.74M 0.02% 662
2025
Q2 		$2.51M Buy
67,142
+4,043
+6% +$146K 0.01% 823
2025
Q1 		$2.44M Buy
63,099
+8,254
+15% +$315K 0.01% 774
2024
Q4 		$1.96M Buy
54,845
+6,152
+13% +$237K 0.01% 837
2024
Q3 		$1.8M Buy
48,693
+9,100
+23% +$351K 0.01% 840
2024
Q2 		$1.51M Buy
39,593
+13,674
+53% +$528K 0.01% 881
2024
Q1 		$957K Buy
25,919
+642
+3% +$21.6K 0.01% 1021
2023
Q4 		$803K Buy
25,277
+5,572
+28% +$182K 0.01% 1048
2023
Q3 		$677K Sell
19,705
-414
-2% -$13.3K 0.01% 1044
2023
Q2 		$590K Sell
20,119
-534
-3% -$16K 0.01% 1103
2023
Q1 		$641K Sell
20,653
-7,292
-26% -$237K 0.01% 1001
2022
Q4 		$228K Buy
27,945
+927
+3% +$30.5K 0.01% 1129
2022
Q3 		$760K Buy
27,018
+1,607
+6% +$50.8K 0.01% 764
2022
Q2 		$891K Buy
25,411
+7,897
+45% +$288K 0.01% 724
2022
Q1 		$571K Buy
+17,514
New +$520K 0.01% 817
2020
Q3 		– Sell
-16,625
Closed -$280K – 976
2020
Q2 		$280K Buy
+16,625
New +$284K 0.01% 691
2017
Q3 		– Sell
-125
Closed -$3.54K – 1027
2017
Q2 		$3.54K Buy
+125
New +$3.84K ﹤0.01% 1213

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

NewEdge Advisors's SU Position: Q2 2026 in Review

NewEdge Advisors reduced its Suncor Energy (SU) stake by 19% in Q2 2026, selling an estimated $1.46M and leaving 96,891 shares worth $5.2M. The position accounts for 0.02% of the portfolio, ranked #762.

NewEdge Advisors first reported a position in SU in Q2 2017 and has held it in 20 quarters since. The position peaked at $7.93M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • NewEdge Advisors held 96,891 shares of Suncor Energy worth $5.2M as of Q2 2026.
  • NewEdge Advisors sold 23,040 Suncor Energy shares in Q2 2026, an estimated $1.46M.
  • Suncor Energy made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #762 holding.
  • NewEdge Advisors first reported a position in Suncor Energy in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's Suncor Energy position peaked at $7.93M in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.