Syverson Strege & Co’s Suncor Energy SU Stock Holding History

Syverson Strege & Co’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 Q2	$280K	Sell	5,207 -259	-5%	-$16.4K	0.06%	139
2026 Q1	$361K	Sell	5,466 -2	-0%	-$111	0.09%	101
2025 Q4	$243K	Sell	5,468 -9	-0.2%	-$380	0.06%	140
2025 Q3	$229K	Sell	5,477 -41	-0.7%	-$1.65K	0.05%	147
2025 Q2	$207K	Buy	+5,518	New	+$200K	0.05%	159
2023 Q2	–	Sell	-551	Closed	-$17.1K	–	548
2023 Q1	$17.1K	Buy	+551	New	+$17.9K	0.01%	200

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Syverson Strege & Co's SU Position: Q2 2026 in Review

Syverson Strege & Co reduced its Suncor Energy (SU) stake by 4.7% in Q2 2026, selling an estimated $16.4K and leaving 5,207 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #139.

Syverson Strege & Co first reported a position in SU in Q1 2023 and has held it in 6 quarters since. The position peaked at $361K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Syverson Strege & Co held 5,207 shares of Suncor Energy worth $280K as of Q2 2026.
Syverson Strege & Co sold 259 Suncor Energy shares in Q2 2026, an estimated $16.4K.
Suncor Energy made up 0.06% of Syverson Strege & Co's portfolio in Q2 2026, its #139 holding.
Syverson Strege & Co first reported a position in Suncor Energy in Q1 2023 and has held it in 6 quarters since.
Syverson Strege & Co's Suncor Energy position peaked at $361K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.