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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

SU holding history

Suncor Energy Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SU overviewAll 13F holders of SUFull Q2 2026 holdings

Shares (Q2 2026)
6,479
Value
$347.8K
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of SU by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,479$347.8K<0.1%−5,661−46.6%ReducedHolders
Q1 202612,140$802.6K<0.1%+11,569+2,026.1%AddedHolders
Q4 2025571$25.3K<0.1%+4+0.7%AddedHolders
Q3 2025567$23.7K<0.1%00.0%UnchangedHolders
Q2 2025567$21.2K<0.1%−127−18.3%ReducedHolders
Q1 2025694$26.9K<0.1%00.0%UnchangedHolders
Q4 2024694$24.8K<0.1%+127+22.4%AddedHolders
Q3 2024567$20.9K<0.1%00.0%UnchangedHolders
Q2 2024567$21.6K<0.1%00.0%UnchangedHolders
Q1 2024567$22.5K<0.1%00.0%UnchangedHolders
Q4 2023567$18.2K<0.1%00.0%UnchangedHolders
Q3 2023567$19.5K<0.1%00.0%UnchangedHolders
Q2 2023567$16.6K<0.1%−100−15.0%ReducedHolders
Q1 2023667$20.7K<0.1%+567+567.0%AddedHolders
Q4 2022100$3.17K<0.1%00.0%UnchangedHolders
Q3 2022100$3.00K<0.1%+59+143.9%AddedHolders
Q2 202241$1.00K<0.1%−637−94.0%ReducedHolders
Q1 2022678$22.0K<0.1%+665+5,115.4%AddedHolders
Q4 202113$00.0%+13NewHolders
Q3 20210$00.0%−83−100.0%Sold outHolders
Q2 202183$2.00K<0.1%+83NewHolders