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SHP Wealth Management’s Suncor Energy SU Stock Holding History

SHP Wealth Management’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 		$90.9K Buy
1,693
+200
+13% +$12.7K 0.01% 428
2026
Q1 		$98.7K Hold
1,493
– – 0.01% 388
2025
Q4 		$66.2K Buy
+1,493
New +$63.1K 0.01% 423

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SHP Wealth Management's SU Position: Q2 2026 in Review

SHP Wealth Management increased its Suncor Energy (SU) stake by 13% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,693 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #428.

SHP Wealth Management first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $98.7K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • SHP Wealth Management held 1,693 shares of Suncor Energy worth $90.9K as of Q2 2026.
  • SHP Wealth Management bought 200 Suncor Energy shares in Q2 2026, an estimated $12.7K.
  • Suncor Energy made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #428 holding.
  • SHP Wealth Management first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Suncor Energy position peaked at $98.7K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.