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 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 $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

Syverson Strege & Co's SU Position: Q1 2026 in Review

Syverson Strege & Co reduced its Suncor Energy (SU) stake by 0.04% in Q1 2026, selling an estimated $111 and leaving 5,466 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #101.

Syverson Strege & Co first reported a position in SU in Q1 2023 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Syverson Strege & Co held 5,466 shares of Suncor Energy worth $361K as of Q1 2026.
Syverson Strege & Co sold 2 Suncor Energy shares in Q1 2026, an estimated $111.
Suncor Energy made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #101 holding.
Syverson Strege & Co first reported a position in Suncor Energy in Q1 2023 and has held it in 5 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.