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 Q2	–	Sell	-3,816	Closed	-$252K	–	1326
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 $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

Wealthspire Advisors (New York)'s SU Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 3,816 shares — an estimated $252K sold.

Wealthspire Advisors (New York) first reported a position in SU in Q4 2018 and held it in 6 quarters. The position peaked at $503K in Q4 2025. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Wealthspire Advisors (New York) reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,816 Suncor Energy shares in Q2 2026, an estimated $252K.
Wealthspire Advisors (New York) first reported a position in Suncor Energy in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Suncor Energy position peaked at $503K in Q4 2025.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.