NewEdge Wealth’s Suncor Energy SU Stock Holding History

NewEdge Wealth’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	$61.6M	Buy	1,148,025 +65,848	+6%	+$4.17M	0.62%	40
2026 Q1	$71.5M	Buy	1,082,177 +81,565	+8%	+$4.51M	0.85%	23
2025 Q4	$44.4M	Buy	1,000,612 +14,370	+1%	+$607K	0.5%	46
2025 Q3	$40.7M	Buy	986,242 +29,251	+3%	+$1.17M	0.58%	44
2025 Q2	$37.4M	Buy	956,991 +59,982	+7%	+$2.17M	0.59%	40
2025 Q1	$34.7M	Buy	897,009 +37,302	+4%	+$1.42M	0.63%	41
2024 Q4	$30.7M	Buy	859,707 +127,237	+17%	+$4.9M	0.53%	45
2024 Q3	$27M	Buy	732,470 +52,543	+8%	+$2.03M	0.49%	58
2024 Q2	$25.9M	Buy	679,927 +57,010	+9%	+$2.2M	0.56%	46
2024 Q1	$23.7M	Buy	622,917 +35,253	+6%	+$1.19M	0.53%	46
2023 Q4	$18.8M	Buy	587,664 +52,802	+10%	+$1.72M	0.48%	55
2023 Q3	$18.4M	Buy	534,862 +73,624	+16%	+$2.36M	0.58%	44
2023 Q2	$13.5M	Buy	461,238 +26,183	+6%	+$783K	0.45%	63
2023 Q1	$13.5M	Buy	435,055 +37,895	+10%	+$1.23M	0.51%	52
2022 Q4	$12.6M	Buy	397,160 +253,367	+176%	+$8.33M	0.54%	51
2022 Q3	$4.05M	Buy	+143,793	New	+$4.54M	0.19%	117

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

NewEdge Wealth's SU Position: Q2 2026 in Review

NewEdge Wealth increased its Suncor Energy (SU) stake by 6.1% in Q2 2026, buying an estimated $4.17M and bringing the position to 1,148,025 shares worth $61.6M. The position accounts for 0.62% of the portfolio, ranked #40.

NewEdge Wealth first reported a position in SU in Q3 2022 and has held it in 16 quarters since. The position peaked at $71.5M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

NewEdge Wealth held 1,148,025 shares of Suncor Energy worth $61.6M as of Q2 2026.
NewEdge Wealth bought 65,848 Suncor Energy shares in Q2 2026, an estimated $4.17M.
Suncor Energy made up 0.62% of NewEdge Wealth's portfolio in Q2 2026, its #40 holding.
NewEdge Wealth first reported a position in Suncor Energy in Q3 2022 and has held it in 16 quarters since.
NewEdge Wealth's Suncor Energy position peaked at $71.5M in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.