Sequent Planning’s Suncor Energy SU Stock Holding History

Sequent Planning’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	$404K	Buy	6,112 +116	+2%	+$6.41K	0.1%	149
2025 Q4	$266K	Sell	5,996 -18,975	-76%	-$802K	0.07%	185
2025 Q3	$1.04M	Sell	24,971 -134	-0.5%	-$5.38K	0.3%	75
2025 Q2	$940K	Buy	25,105 +63	+0.3%	+$2.28K	0.3%	54
2025 Q1	$970K	Sell	25,042 -511	-2%	-$19.5K	0.35%	48
2024 Q4	$912K	Sell	25,553 -237	-0.9%	-$9.12K	0.33%	53
2024 Q3	$952K	Buy	25,790 +1,914	+8%	+$73.9K	0.33%	51
2024 Q2	$913K	Sell	23,876 -2,452	-9%	-$94.7K	0.31%	51
2024 Q1	$972K	Buy	+26,328	New	+$886K	0.35%	52

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

Sequent Planning's SU Position: Q1 2026 in Review

Sequent Planning increased its Suncor Energy (SU) stake by 1.9% in Q1 2026, buying an estimated $6.41K and bringing the position to 6,112 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #149.

Sequent Planning first reported a position in SU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Sequent Planning held 6,112 shares of Suncor Energy worth $404K as of Q1 2026.
Sequent Planning bought 116 Suncor Energy shares in Q1 2026, an estimated $6.41K.
Suncor Energy made up 0.1% of Sequent Planning's portfolio in Q1 2026, its #149 holding.
Sequent Planning first reported a position in Suncor Energy in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's Suncor Energy position peaked at $1.04M in Q3 2025.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.