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Atria Investments’s Suncor Energy SU Stock Holding History

Atria Investments’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
Q1 		$366K Sell
5,533
-1,281
-19% -$70.8K ﹤0.01% 1627
2025
Q4 		$302K Buy
6,814
+89
+1% +$3.76K ﹤0.01% 1734
2025
Q3 		$281K Sell
6,725
-1,278
-16% -$51.3K ﹤0.01% 1758
2025
Q2 		$300K Sell
8,003
-894
-10% -$32.3K ﹤0.01% 1711
2025
Q1 		$344K Sell
8,897
-1,902
-18% -$72.6K ﹤0.01% 1543
2024
Q4 		$385K Buy
10,799
+608
+6% +$23.4K ﹤0.01% 1452
2024
Q3 		$376K Sell
10,191
-121
-1% -$4.67K ﹤0.01% 1481
2024
Q2 		$393K Buy
+10,312
New +$398K 0.01% 1428
2024
Q1 		– Sell
-32,587
Closed -$1.04M – 1006
2023
Q4 		$1.04M Buy
32,587
+183
+0.6% +$5.97K 0.02% 875
2023
Q3 		$1.11M Buy
+32,404
New +$1.04M 0.02% 794
2020
Q1 		– Sell
-11,279
Closed -$370K – 1113
2019
Q4 		$370K Buy
+11,279
New +$352K 0.01% 900
2014
Q2 		– Sell
-19,109
Closed -$668K – 459
2014
Q1 		$668K Buy
19,109
+1,359
+8% +$45.3K 0.07% 240
2013
Q4 		$622K Buy
17,750
+488
+3% +$17.2K 0.06% 250
2013
Q3 		$618K Buy
17,262
+3,705
+27% +$123K 0.06% 242
2013
Q2 		$400K Buy
+13,557
New +$408K 0.05% 228

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Atria Investments's SU Position: Q1 2026 in Review

Atria Investments reduced its Suncor Energy (SU) stake by 19% in Q1 2026, selling an estimated $70.8K and leaving 5,533 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Atria Investments first reported a position in SU in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.11M in Q3 2023. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Atria Investments held 5,533 shares of Suncor Energy worth $366K as of Q1 2026.
  • Atria Investments sold 1,281 Suncor Energy shares in Q1 2026, an estimated $70.8K.
  • Suncor Energy made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1627 holding.
  • Atria Investments first reported a position in Suncor Energy in Q2 2013 and has held it in 15 quarters since.
  • Atria Investments's Suncor Energy position peaked at $1.11M in Q3 2023.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.