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Steph & Co’s Suncor Energy SU Stock Holding History

Steph & Co’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
Q3 		$584K Buy
8,602
+50
+0.6% +$3.25K 0.15% 54
2026
Q2 		$459K Buy
8,552
+1,011
+13% +$64K 0.12% 68
2026
Q1 		$499K Buy
7,541
+255
+3% +$14.1K 0.14% 56
2025
Q4 		$323K Sell
7,286
-993
-12% -$42K 0.09% 75
2025
Q3 		$346K Sell
8,279
-1,500
-15% -$60.2K 0.11% 79
2025
Q2 		$366K Sell
9,779
-111
-1% -$4.01K 0.12% 72
2025
Q1 		$383K Sell
9,890
-560
-5% -$21.4K 0.14% 66
2024
Q4 		$373K Sell
10,450
-305
-3% -$11.7K 0.13% 66
2024
Q3 		$397K Sell
10,755
-2,274
-17% -$87.8K 0.13% 73
2024
Q2 		$496K Sell
13,029
-1,193
-8% -$46.1K 0.17% 57
2024
Q1 		$525K Sell
14,222
-623
-4% -$21K 0.18% 59
2023
Q4 		$476K Buy
14,845
+297
+2% +$9.7K 0.23% 54
2023
Q3 		$500K Buy
14,548
+471
+3% +$15.1K 0.28% 49
2023
Q2 		$413K Buy
14,077
+744
+6% +$22.2K 0.23% 59
2023
Q1 		$414K Sell
13,333
-74
-0.6% -$2.41K 0.26% 60
2022
Q4 		$425K Sell
13,407
-413
-3% -$13.6K 0.27% 54
2022
Q3 		$389K Sell
13,820
-2,665
-16% -$84.2K 0.27% 54
2022
Q2 		$578K Buy
16,485
+169
+1% +$6.15K 0.35% 40
2022
Q1 		$532K Buy
16,316
+211
+1% +$6.26K 0.32% 39
2021
Q4 		$403K Sell
16,105
-130
-0.8% -$3.17K 0.23% 51
2021
Q3 		$337K Buy
16,235
+1,665
+11% +$33.3K 0.22% 58
2021
Q2 		$349K Buy
14,570
+834
+6% +$19.1K 0.23% 50
2021
Q1 		$287K Sell
13,736
-239
-2% -$4.68K 0.2% 62
2020
Q4 		$235K Buy
13,975
+4,358
+45% +$64K 0.18% 67
2020
Q3 		$118K Hold
9,617
– – 0.11% 112
2020
Q2 		$162K Sell
9,617
-350
-4% -$5.98K 0.16% 70
2020
Q1 		$157K Buy
9,967
+534
+6% +$14K 0.18% 65
2019
Q4 		$309K Buy
+9,433
New +$294K 0.26% 53

Other funds holding SU

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
GIM
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steph & Co's SU Position: Q3 2026 in Review

Steph & Co increased its Suncor Energy (SU) stake by 0.58% in Q3 2026, buying an estimated $3.25K and bringing the position to 8,602 shares worth $584K. The position accounts for 0.15% of the portfolio, ranked #54.

Steph & Co first reported a position in SU in Q4 2019 and has held it in 28 quarters since. 86 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Steph & Co held 8,602 shares of Suncor Energy worth $584K as of Q3 2026.
  • Steph & Co bought 50 Suncor Energy shares in Q3 2026, an estimated $3.25K.
  • Suncor Energy made up 0.15% of Steph & Co's portfolio in Q3 2026, its #54 holding.
  • Steph & Co first reported a position in Suncor Energy in Q4 2019 and has held it in 28 quarters since.
  • 86 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.