Pinnacle Associates’s Suncor Energy SU Stock Holding History

Pinnacle Associates’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 Q1	$2.48M	Sell	37,450 -539	-1%	-$29.8K	0.03%	364
2025 Q4	$1.69M	Sell	37,989 -3,730	-9%	-$158K	0.02%	427
2025 Q3	$1.74M	Sell	41,719 -1,225	-3%	-$49.1K	0.02%	412
2025 Q2	$1.61M	Sell	42,944 -1,300	-3%	-$47K	0.02%	415
2025 Q1	$1.71M	Sell	44,244 -150	-0.3%	-$5.72K	0.03%	400
2024 Q4	$1.58M	Sell	44,394 -3,125	-7%	-$120K	0.02%	407
2024 Q3	$1.52M	Buy	47,519 +3,026	+7%	+$117K	0.03%	395
2024 Q2	$1.7M	Sell	44,493 -639	-1%	-$24.7K	0.03%	391
2024 Q1	$1.67M	Sell	45,132 -2,387	-5%	-$80.3K	0.03%	402
2023 Q4	$1.52M	Sell	47,519 -150	-0.3%	-$4.9K	0.03%	400
2023 Q3	$1.64M	Buy	47,669 +300	+0.6%	+$9.62K	0.03%	378
2023 Q2	$1.39M	Buy	47,369 +450	+1%	+$13.5K	0.02%	416
2023 Q1	$1.46M	Sell	46,919 -142	-0.3%	-$4.62K	0.03%	353
2022 Q4	$1.49M	Buy	47,061 +1,105	+2%	+$36.3K	0.03%	339
2022 Q3	$1.29M	Buy	45,956 +5,510	+14%	+$174K	0.03%	351
2022 Q2	$1.42M	Sell	40,446 -3,133	-7%	-$114K	0.03%	346
2022 Q1	$1.42M	Sell	43,579 -8	-0%	-$237	0.03%	390
2021 Q4	$1.09M	Buy	43,587 +2,248	+5%	+$54.8K	0.02%	433
2021 Q3	$857K	Buy	41,339 +15,134	+58%	+$303K	0.02%	466
2021 Q2	$628K	Buy	26,205 +10,350	+65%	+$237K	0.01%	515
2021 Q1	$331K	Sell	15,855 -25	-0.2%	-$490	0.01%	600
2020 Q4	$266K	Sell	15,880 -13,876	-47%	-$204K	0.01%	620
2020 Q3	$364K	Sell	29,756 -16,250	-35%	-$254K	0.01%	537
2020 Q2	$776K	Buy	46,006 +4,940	+12%	+$84.5K	0.02%	414
2020 Q1	$649K	Sell	41,066 -31,242	-43%	-$819K	0.02%	415
2019 Q4	$2.37M	Buy	72,308 +10,220	+16%	+$319K	0.05%	277
2019 Q3	$1.96M	Buy	62,088 +495	+0.8%	+$14.9K	0.05%	306
2019 Q2	$1.92M	Buy	61,593 +17,325	+39%	+$554K	0.04%	312
2019 Q1	$1.44M	Sell	44,268 -1,175	-3%	-$38.3K	0.03%	355
2018 Q4	$1.27M	Sell	45,443 -1,420	-3%	-$47.2K	0.03%	356
2018 Q3	$1.81M	Sell	46,863 -14,175	-23%	-$574K	0.04%	321
2018 Q2	$2.48M	Sell	61,038 -7,992	-12%	-$311K	0.05%	276
2018 Q1	$2.38M	Buy	69,030 +1,059	+2%	+$36.9K	0.05%	277
2017 Q4	$2.5M	Buy	67,971 +5,650	+9%	+$196K	0.05%	276
2017 Q3	$2.18M	Buy	62,321 +9,600	+18%	+$306K	0.04%	295
2017 Q2	$1.54M	Buy	52,721 +30,415	+136%	+$935K	0.03%	340
2017 Q1	$686K	Buy	22,306 +15,783	+242%	+$497K	0.01%	455
2016 Q4	$213K	Buy	+6,523	New	+$200K	﹤0.01%	596
2016 Q1	–	Sell	-7,842	Closed	-$202K	–	649
2015 Q4	$202K	Buy	+7,842	New	+$217K	﹤0.01%	600
2015 Q3	–	Sell	-9,347	Closed	-$257K	–	674
2015 Q2	$257K	Buy	9,347 +250	+3%	+$7.55K	﹤0.01%	574
2015 Q1	$266K	Sell	9,097 -5,000	-35%	-$149K	0.01%	573
2014 Q4	$448K	Sell	14,097 -2,450	-15%	-$81.1K	0.01%	469
2014 Q3	$598K	Sell	16,547 -1,600	-9%	-$64.2K	0.01%	438
2014 Q2	$774K	Sell	18,147 -910	-5%	-$35.5K	0.02%	396
2014 Q1	$666K	Buy	19,057 +758	+4%	+$25.2K	0.01%	411
2013 Q4	$641K	Buy	18,299 +459	+3%	+$16.1K	0.01%	423
2013 Q3	$638K	Buy	17,840 +5,725	+47%	+$190K	0.01%	409
2013 Q2	$357K	Buy	+12,115	New	+$365K	0.01%	460

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Associates's SU Position: Q1 2026 in Review

Pinnacle Associates reduced its Suncor Energy (SU) stake by 1.4% in Q1 2026, selling an estimated $29.8K and leaving 37,450 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #364.

Pinnacle Associates first reported a position in SU in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.5M in Q4 2017. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Pinnacle Associates held 37,450 shares of Suncor Energy worth $2.48M as of Q1 2026.
Pinnacle Associates sold 539 Suncor Energy shares in Q1 2026, an estimated $29.8K.
Suncor Energy made up 0.03% of Pinnacle Associates's portfolio in Q1 2026, its #364 holding.
Pinnacle Associates first reported a position in Suncor Energy in Q2 2013 and has held it in 48 quarters since.
Pinnacle Associates's Suncor Energy position peaked at $2.5M in Q4 2017.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.