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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
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
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sagespring Wealth Partners's SU Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Suncor Energy (SU) stake by 3.4% in Q1 2026, selling an estimated $12.4K and leaving 6,359 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #551.

Sagespring Wealth Partners first reported a position in SU in Q4 2024 and has held it in 6 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Sagespring Wealth Partners held 6,359 shares of Suncor Energy worth $420K as of Q1 2026.
  • Sagespring Wealth Partners sold 225 Suncor Energy shares in Q1 2026, an estimated $12.4K.
  • Suncor Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #551 holding.
  • Sagespring Wealth Partners first reported a position in Suncor Energy in Q4 2024 and has held it in 6 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.