Principal Securities’s Suncor Energy SU Stock Holding History

Principal Securities’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	$1.29M	Sell	19,485 -9,360	-32%	-$517K	0.02%	644
2025 Q4	$1.28M	Buy	28,845 +10,241	+55%	+$433K	0.02%	628
2025 Q3	$778K	Buy	18,604 +1,091	+6%	+$43.8K	0.01%	748
2025 Q2	$656K	Buy	17,513 +5,090	+41%	+$184K	0.01%	752
2025 Q1	$443K	Hold	12,423	–	–	0.01%	822
2024 Q4	$443K	Buy	12,423 +265	+2%	+$10.2K	0.01%	819
2024 Q3	$449K	Sell	12,158 -5,742	-32%	-$222K	0.01%	795
2024 Q2	$682K	Buy	17,900 +7,012	+64%	+$271K	0.02%	597
2024 Q1	$402K	Sell	10,888 -7,536	-41%	-$254K	0.01%	758
2023 Q4	$590K	Buy	+18,424	New	+$602K	0.02%	545

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

Principal Securities's SU Position: Q1 2026 in Review

Principal Securities reduced its Suncor Energy (SU) stake by 32% in Q1 2026, selling an estimated $517K and leaving 19,485 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #644.

Principal Securities first reported a position in SU in Q4 2023 and has held it in 10 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Principal Securities held 19,485 shares of Suncor Energy worth $1.29M as of Q1 2026.
Principal Securities sold 9,360 Suncor Energy shares in Q1 2026, an estimated $517K.
Suncor Energy made up 0.02% of Principal Securities's portfolio in Q1 2026, its #644 holding.
Principal Securities first reported a position in Suncor Energy in Q4 2023 and has held it in 10 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.