Sagespring Wealth Partners’s Suncor Energy SU Stock Holding History

Sagespring Wealth Partners’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 Q2	$379K	Buy	7,060 +701	+11%	+$44.4K	0.01%	599
2026 Q1	$420K	Sell	6,359 -225	-3%	-$12.4K	0.01%	551
2025 Q4	$292K	Buy	6,584 +242	+4%	+$10.2K	0.01%	627
2025 Q3	$265K	Buy	6,342 +421	+7%	+$16.9K	0.01%	644
2025 Q2	$222K	Sell	5,921 -144	-2%	-$5.21K	﹤0.01%	662
2025 Q1	$235K	Buy	6,065 +332	+6%	+$12.7K	0.01%	596
2024 Q4	$205K	Buy	+5,733	New	+$221K	0.01%	585

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Sagespring Wealth Partners's SU Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Suncor Energy (SU) stake by 11% in Q2 2026, buying an estimated $44.4K and bringing the position to 7,060 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #599.

Sagespring Wealth Partners first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Sagespring Wealth Partners held 7,060 shares of Suncor Energy worth $379K as of Q2 2026.
Sagespring Wealth Partners bought 701 Suncor Energy shares in Q2 2026, an estimated $44.4K.
Suncor Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #599 holding.
Sagespring Wealth Partners first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Suncor Energy position peaked at $420K in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.