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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
Q2 		$295K Sell
5,492
-41
-0.7% -$2.6K ﹤0.01% 1865
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 $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

Atria Investments's SU Position: Q2 2026 in Review

Atria Investments reduced its Suncor Energy (SU) stake by 0.74% in Q2 2026, selling an estimated $2.6K and leaving 5,492 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Atria Investments first reported a position in SU in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.11M in Q3 2023. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Atria Investments held 5,492 shares of Suncor Energy worth $295K as of Q2 2026.
  • Atria Investments sold 41 Suncor Energy shares in Q2 2026, an estimated $2.6K.
  • Suncor Energy made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1865 holding.
  • Atria Investments first reported a position in Suncor Energy in Q2 2013 and has held it in 16 quarters since.
  • Atria Investments's Suncor Energy position peaked at $1.11M in Q3 2023.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.