Aptus Capital Advisors’s Suncor Energy SU Stock Holding History

Aptus Capital Advisors’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
2026 Q2	$209K	Buy	3,895 +806	+26%	+$51K	﹤0.01%	1103
2026 Q1	$204K	Buy	+3,089	New	+$171K	﹤0.01%	1012
2025 Q3	–	Sell	-8,024	Closed	-$300K	–	1659
2025 Q2	$300K	Buy	+8,024	New	+$290K	﹤0.01%	824

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aptus Capital Advisors's SU Position: Q2 2026 in Review

Aptus Capital Advisors increased its Suncor Energy (SU) stake by 26% in Q2 2026, buying an estimated $51K and bringing the position to 3,895 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Aptus Capital Advisors first reported a position in SU in Q2 2025 and has held it in 3 quarters since. The position peaked at $300K in Q2 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Aptus Capital Advisors held 3,895 shares of Suncor Energy worth $209K as of Q2 2026.
Aptus Capital Advisors bought 806 Suncor Energy shares in Q2 2026, an estimated $51K.
Suncor Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1103 holding.
Aptus Capital Advisors first reported a position in Suncor Energy in Q2 2025 and has held it in 3 quarters since.
Aptus Capital Advisors's Suncor Energy position peaked at $300K in Q2 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.