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
2024 Q1	–	Sell	-2,500	Closed	-$80K	–	866
2023 Q4	$80K	Buy	+2,500	New	+$81.6K	0.01%	359
2022 Q3	–	Sell	-1,000	Closed	-$35K	–	1158
2022 Q2	$35K	Buy	+1,000	New	+$36.4K	﹤0.01%	643
2022 Q1	–	Sell	-4,000	Closed	-$100K	–	1343
2021 Q4	$100K	Buy	+4,000	New	+$97.4K	﹤0.01%	686
2021 Q2	–	Sell	-108	Closed	-$226K	–	858
2021 Q1	$226K	Buy	+108	New	+$2.12K	0.02%	507
2015 Q1	–	Sell	-121	Closed	-$2K	–	614
2014 Q4	$2K	Hold	121	–	–	﹤0.01%	536
2014 Q3	$1K	Buy	+121	New	+$4.86K	﹤0.01%	652

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

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. 748 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.
748 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.