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
Q2 		$20.9M Sell
309,107
-117,110
-27% -$7.67M 0.49% 60
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 $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northwest & Ethical Investments's SUNC Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its SunocoCorp LLC (SUNC) stake by 27% in Q2 2026, selling an estimated $7.67M and leaving 309,107 shares worth $20.9M. The position accounts for 0.49% of the portfolio, ranked #60.

Northwest & Ethical Investments first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.3M in Q1 2026. 173 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

  • Northwest & Ethical Investments held 309,107 shares of SunocoCorp LLC worth $20.9M as of Q2 2026.
  • Northwest & Ethical Investments sold 117,110 SunocoCorp LLC shares in Q2 2026, an estimated $7.67M.
  • SunocoCorp LLC made up 0.49% of Northwest & Ethical Investments's portfolio in Q2 2026, its #60 holding.
  • Northwest & Ethical Investments first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
  • Northwest & Ethical Investments's SunocoCorp LLC position peaked at $26.3M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.