Steward Partners Investment Advisory’s Suncor Energy SU Stock Holding History

Steward Partners Investment Advisory’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	$1.34M	Buy	20,234 +4,608	+29%	+$255K	0.01%	1016
2025 Q4	$693K	Buy	15,626 +1,553	+11%	+$65.6K	﹤0.01%	1250
2025 Q3	$588K	Buy	14,073 +1,503	+12%	+$60.3K	﹤0.01%	1291
2025 Q2	$471K	Buy	12,570 +220	+2%	+$7.96K	﹤0.01%	1329
2025 Q1	$478K	Buy	12,350 +1,408	+13%	+$53.7K	﹤0.01%	1240
2024 Q4	$390K	Buy	10,942 +5,332	+95%	+$205K	﹤0.01%	1278
2024 Q3	$207K	Sell	5,610 -150	-3%	-$5.79K	﹤0.01%	1512
2024 Q2	$219K	Buy	5,760 +474	+9%	+$18.3K	﹤0.01%	1400
2024 Q1	$195K	Sell	5,286 -348	-6%	-$11.7K	﹤0.01%	1451
2023 Q4	$180K	Sell	5,634 -185	-3%	-$6.04K	﹤0.01%	1418
2023 Q3	$200K	Sell	5,819 -4,295	-42%	-$138K	﹤0.01%	1284
2023 Q2	$297K	Buy	10,114 +6,101	+152%	+$182K	﹤0.01%	1131
2023 Q1	$125K	Sell	4,013 -179	-4%	-$5.82K	﹤0.01%	1487
2022 Q4	$133K	Sell	4,192 -120	-3%	-$3.94K	﹤0.01%	1423
2022 Q3	$121K	Sell	4,312 -323	-7%	-$10.2K	﹤0.01%	1420
2022 Q2	$163K	Buy	4,635 +626	+16%	+$22.8K	﹤0.01%	1285
2022 Q1	$131K	Sell	4,009 -138	-3%	-$4.1K	﹤0.01%	1490
2021 Q4	$104K	Sell	4,147 -498	-11%	-$12.1K	﹤0.01%	1590
2021 Q3	$96K	Buy	4,645 +1,693	+57%	+$33.9K	﹤0.01%	1571
2021 Q2	$71K	Buy	2,952 +200	+7%	+$4.59K	﹤0.01%	2709
2021 Q1	$57.5K	Buy	2,752 +453	+20%	+$8.88K	﹤0.01%	1914
2020 Q4	$39K	Buy	2,299 +609	+36%	+$8.95K	﹤0.01%	1791
2020 Q3	$21K	Sell	1,690 -620	-27%	-$9.71K	﹤0.01%	1887
2020 Q2	$39K	Buy	2,310 +211	+10%	+$3.61K	﹤0.01%	1519
2020 Q1	$33K	Sell	2,099 -889	-30%	-$23.3K	﹤0.01%	1422
2019 Q4	$97K	Buy	2,988 +25	+0.8%	+$780	﹤0.01%	1149
2019 Q3	$93K	Buy	2,963 +491	+20%	+$14.8K	﹤0.01%	1114
2019 Q2	$76K	Buy	+2,472	New	+$79.1K	﹤0.01%	1174
2018 Q4	–	Sell	-1,522	Closed	-$59K	–	1985
2018 Q3	$59K	Buy	1,522 +112	+8%	+$4.53K	﹤0.01%	1135
2018 Q2	$57K	Sell	1,410 -24	-2%	-$935	﹤0.01%	1055
2018 Q1	$49K	Buy	+1,434	New	+$50K	﹤0.01%	1014

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

Steward Partners Investment Advisory's SU Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Suncor Energy (SU) stake by 29% in Q1 2026, buying an estimated $255K and bringing the position to 20,234 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1016.

Steward Partners Investment Advisory first reported a position in SU in Q1 2018 and has held it in 31 quarters since. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Steward Partners Investment Advisory held 20,234 shares of Suncor Energy worth $1.34M as of Q1 2026.
Steward Partners Investment Advisory bought 4,608 Suncor Energy shares in Q1 2026, an estimated $255K.
Suncor Energy made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1016 holding.
Steward Partners Investment Advisory first reported a position in Suncor Energy in Q1 2018 and has held it in 31 quarters since.
749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.