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Atomi Financial Group’s Suncor Energy SU Stock Holding History

Atomi Financial 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 		$964K Buy
17,962
+336
+2% +$21.3K 0.03% 489
2026
Q1 		$1.17M Buy
17,626
+1,426
+9% +$78.8K 0.04% 388
2025
Q4 		$719K Buy
16,200
+794
+5% +$33.6K 0.02% 536
2025
Q3 		$644K Buy
15,406
+990
+7% +$39.7K 0.02% 539
2025
Q2 		$540K Buy
14,416
+3,592
+33% +$130K 0.02% 556
2025
Q1 		$419K Sell
10,824
-2,798
-21% -$107K 0.02% 605
2024
Q4 		$486K Buy
13,622
+158
+1% +$6.08K 0.02% 491
2024
Q3 		$497K Buy
13,464
+416
+3% +$16.1K 0.03% 452
2024
Q2 		$497K Buy
13,048
+4,262
+49% +$165K 0.04% 398
2024
Q1 		$324K Buy
8,786
+1,871
+27% +$63K 0.03% 507
2023
Q4 		$222K Buy
+6,915
New +$226K 0.03% 514

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

Atomi Financial Group's SU Position: Q2 2026 in Review

Atomi Financial Group increased its Suncor Energy (SU) stake by 1.9% in Q2 2026, buying an estimated $21.3K and bringing the position to 17,962 shares worth $964K. The position accounts for 0.03% of the portfolio, ranked #489.

Atomi Financial Group first reported a position in SU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q1 2026. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Atomi Financial Group held 17,962 shares of Suncor Energy worth $964K as of Q2 2026.
  • Atomi Financial Group bought 336 Suncor Energy shares in Q2 2026, an estimated $21.3K.
  • Suncor Energy made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #489 holding.
  • Atomi Financial Group first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Suncor Energy position peaked at $1.17M in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.