NEI
SUNC

Northwest & Ethical Investments’s SunocoCorp LLC SUNC Stock Holding History

Northwest & Ethical Investments’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.3M Sell
426,217
-1,204
-0.3% -$68.4K 0.61% 46
2025
Q4 		$21.1M Buy
+427,421
New +$21.5M 0.47% 60

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $2.91B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Northwest & Ethical Investments's SUNC Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its SunocoCorp LLC (SUNC) stake by 0.28% in Q1 2026, selling an estimated $68.4K and leaving 426,217 shares worth $26.3M. The position accounts for 0.61% of the portfolio, ranked #46.

Northwest & Ethical Investments first reported a position in SUNC in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Northwest & Ethical Investments held 426,217 shares of SunocoCorp LLC worth $26.3M as of Q1 2026.
  • Northwest & Ethical Investments sold 1,204 SunocoCorp LLC shares in Q1 2026, an estimated $68.4K.
  • SunocoCorp LLC made up 0.61% of Northwest & Ethical Investments's portfolio in Q1 2026, its #46 holding.
  • Northwest & Ethical Investments first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.