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Ascent Group’s Suncor Energy SU Stock Holding History

Ascent Group’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 		$368K Buy
6,850
+263
+4% +$16.7K 0.01% 613
2026
Q1 		$435K Sell
6,587
-93
-1% -$5.14K 0.02% 528
2025
Q4 		$296K Sell
6,680
-847
-11% -$35.8K 0.01% 617
2025
Q3 		$315K Buy
7,527
+1,758
+30% +$70.5K 0.01% 587
2025
Q2 		$216K Buy
5,769
+260
+5% +$9.4K 0.01% 667
2025
Q1 		$213K Buy
+5,509
New +$210K 0.01% 651

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ascent Group's SU Position: Q2 2026 in Review

Ascent Group increased its Suncor Energy (SU) stake by 4% in Q2 2026, buying an estimated $16.7K and bringing the position to 6,850 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #613.

Ascent Group first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $435K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Ascent Group held 6,850 shares of Suncor Energy worth $368K as of Q2 2026.
  • Ascent Group bought 263 Suncor Energy shares in Q2 2026, an estimated $16.7K.
  • Suncor Energy made up 0.01% of Ascent Group's portfolio in Q2 2026, its #613 holding.
  • Ascent Group first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's Suncor Energy position peaked at $435K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.