Sunbelt Securities’s Suncor Energy SU Stock Holding History

Sunbelt Securities’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	$19.3K	Buy	292 +2	+0.7%	+$111	﹤0.01%	1304
2025 Q4	$12.8K	Sell	290 -43	-13%	-$1.82K	﹤0.01%	1382
2025 Q3	$13.9K	Buy	333 +283	+566%	+$11.4K	﹤0.01%	1364
2025 Q2	$1.78K	Buy	+50	New	+$1.81K	﹤0.01%	1613
2025 Q1	–	Sell	-50	Closed	-$1.76K	–	1897
2024 Q4	$1.76K	Sell	50 -36	-42%	-$1.39K	﹤0.01%	1617
2024 Q3	$3.17K	Hold	86	–	–	﹤0.01%	1539
2024 Q2	$3.28K	Hold	86	–	–	﹤0.01%	1469
2024 Q1	$3.17K	Hold	86	–	–	﹤0.01%	1445
2023 Q4	$2.75K	Hold	86	–	–	﹤0.01%	1412
2023 Q3	$2.96K	Sell	86 -1,000	-92%	-$32.1K	﹤0.01%	1409
2023 Q2	$31.8K	Buy	1,086 +86	+9%	+$2.57K	﹤0.01%	899
2023 Q1	$31K	Buy	+1,000	New	+$32.5K	0.01%	849
2015 Q1	–	Sell	-6,895	Closed	-$219K	–	121
2014 Q4	$219K	Buy	+6,895	New	+$228K	0.29%	82

Other funds holding SU

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sunbelt Securities's SU Position: Q1 2026 in Review

Sunbelt Securities increased its Suncor Energy (SU) stake by 0.69% in Q1 2026, buying an estimated $111 and bringing the position to 292 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Sunbelt Securities first reported a position in SU in Q4 2014 and has held it in 13 quarters since. The position peaked at $219K in Q4 2014. 752 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Sunbelt Securities held 292 shares of Suncor Energy worth $19.3K as of Q1 2026.
Sunbelt Securities bought 2 Suncor Energy shares in Q1 2026, an estimated $111.
Suncor Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1304 holding.
Sunbelt Securities first reported a position in Suncor Energy in Q4 2014 and has held it in 13 quarters since.
Sunbelt Securities's Suncor Energy position peaked at $219K in Q4 2014.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.