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 Q2	$326K	Sell	6,074 -38	-0.6%	-$2.41K	0.07%	201
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 $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

Sequent Planning's SU Position: Q2 2026 in Review

Sequent Planning reduced its Suncor Energy (SU) stake by 0.62% in Q2 2026, selling an estimated $2.41K and leaving 6,074 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #201.

Sequent Planning first reported a position in SU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Sequent Planning held 6,074 shares of Suncor Energy worth $326K as of Q2 2026.
Sequent Planning sold 38 Suncor Energy shares in Q2 2026, an estimated $2.41K.
Suncor Energy made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #201 holding.
Sequent Planning first reported a position in Suncor Energy in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Suncor Energy position peaked at $1.04M in Q3 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.