Wealthspire Advisors (New York)’s Suncor Energy SU Stock Holding History

Wealthspire Advisors (New York)’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	$252K	Sell	3,816 -7,522	-66%	-$416K	﹤0.01%	782
2025 Q4	$503K	Buy	11,338 +6,361	+128%	+$269K	﹤0.01%	600
2025 Q3	$208K	Sell	4,977 -977	-16%	-$39.2K	﹤0.01%	778
2025 Q2	$223K	Sell	5,954 -3,841	-39%	-$139K	﹤0.01%	754
2025 Q1	$379K	Buy	+9,795	New	+$374K	﹤0.01%	580
2019 Q1	–	Sell	-1,148	Closed	-$32K	–	690
2018 Q4	$32K	Buy	+1,148	New	+$38.1K	﹤0.01%	249

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 $115B AUM 41.58% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s SU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Suncor Energy (SU) stake by 66% in Q1 2026, selling an estimated $416K and leaving 3,816 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Wealthspire Advisors (New York) first reported a position in SU in Q4 2018 and has held it in 6 quarters since. The position peaked at $503K in Q4 2025. 750 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Wealthspire Advisors (New York) held 3,816 shares of Suncor Energy worth $252K as of Q1 2026.
Wealthspire Advisors (New York) sold 7,522 Suncor Energy shares in Q1 2026, an estimated $416K.
Suncor Energy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #782 holding.
Wealthspire Advisors (New York) first reported a position in Suncor Energy in Q4 2018 and has held it in 6 quarters since.
Wealthspire Advisors (New York)'s Suncor Energy position peaked at $503K in Q4 2025.
750 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.