SU β€” SUNCOR ENERGY INC

Ownership history in HighPoint Advisor Group LLC  Β·  4 quarters on record

AI Ownership Summary

HighPoint Advisor Group LLC reported SUNCOR ENERGY INC (SU) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighPoint Advisor Group LLC's position in SUNCOR ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighPoint Advisor Group LLC held SU β€” position size vs. price
% of Fund (quarterly)    SU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,521 +102 +1.6% 0.01% $273K 2025-11-05 $40.90
2025 Q2 ADDED 6,419 +176 +2.8% 0.01% $240K 2025-08-07 $38.73
2025 Q1 ADDED 6,243 +734 +13.3% 0.01% $223K 2025-05-05 $34.23
2024 Q4 INITIATED 5,509 β€” β€” 0.01% $224K 2025-02-12 $38.47

FAQ About HighPoint Advisor Group LLC and SU

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighPoint Advisor Group LLC reported owning SU?

HighPoint Advisor Group LLC reported SU across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SU position in HighPoint Advisor Group LLC's portfolio?

The largest reported portfolio weight for SU was 0.01% in 2025 Q1.

What is the latest reported SU position on this page?

The most recent filing on this page is 2025 Q3, when HighPoint Advisor Group LLC reported 6,521 shares, equal to 0.01% of portfolio, with an estimated market value of $273K.

What does the chart on this SU ownership page compare?

The chart compares HighPoint Advisor Group LLC's quarterly SU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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