Position in SUNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,749,404
-$1,696,891 QoQ
Shares Held
25,852
-53.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 171 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SUNC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $7,774,075,508 across 23 Oil & Gas Midstream names. SUNC ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
61,486,532 | $3,333,184,895 | |
| 2 | TRP |
Tc Energy Corp
|
37,261,213 | $2,470,045,806 | |
| 3 | PBA |
Pembina Pipeline Corp
|
21,611,518 | $999,532,704 | |
| 4 | WMB |
Williams Companies, Inc.
|
3,375,356 | $250,923,961 | |
| 5 | SOBO |
South Bow Corp
|
5,554,724 | $195,748,470 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,730,537 | $151,235,262 | |
| 7 | MPLX |
Mplx LP
|
2,549,532 | $143,615,136 | |
| 8 | TRGP |
Targa Resources Corp.
|
279,363 | $74,908,391 |
All Filings in SUNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,749,404 | 25,852 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,446,295 | 55,901 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,566,364 | 31,785 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||