SSG
SU icon

Summit Securities Group’s Suncor Energy SU Stock Holding History

Summit Securities Group’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 		– Sell
-1,000
Closed -$44.4K – 1358
2025
Q4 		$44.4K Buy
+1,000
New +$42.3K 0.01% 640
2025
Q1 		– Sell
-600
Closed -$21.4K – 1086
2024
Q4 		$21.4K Buy
+600
New +$23.1K ﹤0.01% 382
2024
Q3 		– Sell
-700
Closed -$27K – 849
2024
Q2 		$27K Buy
+700
New +$27K 0.01% 355
2024
Q1 		– Sell
-19,300
Closed -$618K – 865
2023
Q4 		$618K Buy
19,300
+18,800
+3,760% +$614K 0.06% 169
2023
Q3 		$17K Sell
500
-7,000
-93% -$224K ﹤0.01% 377
2023
Q2 		$220K Buy
7,500
+6,200
+477% +$185K 0.03% 202
2023
Q1 		$40K Sell
1,300
-35,862
-97% -$1.17M ﹤0.01% 475
2022
Q4 		$1.18M Sell
37,162
-16,638
-31% -$547K 0.04% 166
2022
Q3 		$1.51M Sell
53,800
-84,300
-61% -$2.66M 0.11% 119
2022
Q2 		$4.84M Buy
138,100
+72,700
+111% +$2.65M 0.6% 31
2022
Q1 		$2.13M Buy
65,400
+23,800
+57% +$706K 0.24% 84
2021
Q4 		$1.04M Buy
41,600
+14,300
+52% +$348K 0.05% 243
2021
Q3 		$566K Buy
27,300
+5,700
+26% +$114K 0.04% 372
2021
Q2 		$518K Buy
+21,600
New +$495K 0.04% 374
2015
Q1 		– Sell
-11,600
Closed -$369K – 613
2014
Q4 		$369K Sell
11,600
-2,100
-15% -$69.5K 0.11% 136
2014
Q3 		$495K Buy
13,700
+6,600
+93% +$265K 0.14% 106
2014
Q2 		$303K Buy
+7,100
New +$277K 0.1% 126
2013
Q4 		– Sell
-700
Closed -$24.6K – 589
2013
Q3 		$25K Buy
+700
New +$23.3K 0.01% 213

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Securities Group's SU Position: Q1 2026 in Review

Summit Securities Group sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 1,000 shares — an estimated $44.4K sold.

Summit Securities Group first reported a position in SU in Q3 2013 and held it in 18 quarters. The position peaked at $4.84M in Q2 2022. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Summit Securities Group reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,000 Suncor Energy shares in Q1 2026, an estimated $44.4K.
  • Summit Securities Group first reported a position in Suncor Energy in Q3 2013 and held it in 18 quarters.
  • Summit Securities Group's Suncor Energy position peaked at $4.84M in Q2 2022.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.