NewSquare Capital’s Suncor Energy SU Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-212	Closed	-$7.94K	–	1108
2025 Q2	$7.94K	Buy	212 +30	+16%	+$1.08K	﹤0.01%	707
2025 Q1	$7.05K	Buy	182 +139	+323%	+$5.3K	﹤0.01%	620
2024 Q4	$1.53K	Buy	+43	New	+$1.66K	﹤0.01%	596
2016 Q2	–	Sell	-23	Closed	-$1K	–	397
2016 Q1	$1K	Hold	23	–	–	﹤0.01%	391
2015 Q4	$1K	Buy	+23	New	+$635	﹤0.01%	337

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewSquare Capital's SU Position: Q3 2025 in Review

NewSquare Capital sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 212 shares — an estimated $7.94K sold.

NewSquare Capital first reported a position in SU in Q4 2015 and held it in 5 quarters. The position peaked at $7.94K in Q2 2025. 638 funds tracked by Wall St. Rank hold SU as of Q3 2025.

NewSquare Capital reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 212 Suncor Energy shares in Q3 2025, an estimated $7.94K.
NewSquare Capital first reported a position in Suncor Energy in Q4 2015 and held it in 5 quarters.
NewSquare Capital's Suncor Energy position peaked at $7.94K in Q2 2025.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.