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Westend Capital Management’s Suncor Energy SU Stock Holding History

Westend Capital Management’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
2025
Q4 		– Sell
-84
Closed -$3.51K – 276
2025
Q3 		$3.51K Buy
+84
New +$3.37K ﹤0.01% 211

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Westend Capital Management's SU Position: Q4 2025 in Review

Westend Capital Management sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 84 shares — an estimated $3.51K sold.

Westend Capital Management first reported a position in SU in Q3 2025 and held it in 1 quarter. The position peaked at $3.51K in Q3 2025. 682 funds tracked by Wall St. Rank hold SU as of Q4 2025.

  • Westend Capital Management reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
  • Westend Capital Management sold 84 Suncor Energy shares in Q4 2025, an estimated $3.51K.
  • Westend Capital Management first reported a position in Suncor Energy in Q3 2025 and held it in 1 quarter.
  • Westend Capital Management's Suncor Energy position peaked at $3.51K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Westend Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.