PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in SU — Suncor Energy Inc
CIK 12600
DES MOINES, IA
Position in SU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,506,904
+$218,751 QoQ
Shares Held
28,072
+44.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#318
of 751 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $34,468,369 across 8 Oil & Gas Integrated names. SU ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
113,887 | $15,570,630 | |
| 2 | CVX |
Chevron Corp
|
76,336 | $12,653,455 | |
| 3 | SHEL |
Shell plc
|
31,135 | $2,414,207 | |
| 4 | SU |
Suncor Energy Inc
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|
28,072 | $1,506,904 | |
| 5 | TTE |
TotalEnergies SE
|
11,568 | $899,527 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
41,733 | $674,405 | |
| 7 | BP |
Bp PLC
|
14,395 | $531,895 | |
| 8 | NFG |
National Fuel Gas Co
|
2,815 | $217,346 |
All Filings in SU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,904 | 28,072 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,288,153 | 19,485 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,279,564 | 28,845 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $777,833 | 18,604 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $655,861 | 17,513 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $481,018 | 12,423 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $443,252 | 12,423 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $448,873 | 12,158 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $681,990 | 17,900 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $401,876 | 10,888 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $590,304 | 18,424 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||