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Yaupon Capital Management’s Suncor Energy SU Stock Holding History

Yaupon 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
Q1 		– Sell
-1,260,961
Closed -$45M – 135
2024
Q4 		$45M Buy
1,260,961
+481,681
+62% +$18.5M 1.86% 12
2024
Q3 		$28.8M Sell
779,280
-174,946
-18% -$6.76M 1.56% 23
2024
Q2 		$36.4M Sell
954,226
-144,341
-13% -$5.58M 1.84% 11
2024
Q1 		$40.5M Buy
+1,098,567
New +$37M 2.04% 5
2023
Q3 		– Sell
-606,892
Closed -$17.8M – 134
2023
Q2 		$17.8M Buy
606,892
+381,406
+169% +$11.4M 2.27% 13
2023
Q1 		$7M Sell
225,486
-52,384
-19% -$1.7M 0.84% 37
2022
Q4 		$8.82M Buy
277,870
+79,800
+40% +$2.62M 1.39% 31
2022
Q3 		$5.58M Sell
198,070
-89,100
-31% -$2.81M 1.2% 24
2022
Q2 		$10.1M Buy
287,170
+117,900
+70% +$4.29M 3.54% 8
2022
Q1 		$5.52M Sell
169,270
-30,230
-15% -$897K 2.99% 7
2021
Q4 		$4.99M Buy
+199,500
New +$4.86M 2.8% 10
2021
Q3 		– Sell
-290,200
Closed -$6.95M – 73
2021
Q2 		$6.95M Buy
290,200
+111,100
+62% +$2.55M 3.84% 9
2021
Q1 		$3.75M Buy
+179,100
New +$3.51M 3.18% 12

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Yaupon Capital Management's SU Position: Q1 2025 in Review

Yaupon Capital Management sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 1,260,961 shares — an estimated $45M sold.

Yaupon Capital Management first reported a position in SU in Q1 2021 and held it in 13 quarters. The position peaked at $45M in Q4 2024. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Yaupon Capital Management reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 1,260,961 Suncor Energy shares in Q1 2025, an estimated $45M.
  • Yaupon Capital Management first reported a position in Suncor Energy in Q1 2021 and held it in 13 quarters.
  • Yaupon Capital Management's Suncor Energy position peaked at $45M in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Yaupon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.