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	–	1901
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return