Aventail Capital Group’s Suncor Energy SU Stock Holding History

Aventail Capital 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	$5.09M	Sell	94,849 -61,133	-39%	-$3.87M	0.29%	104
2026 Q1	$10.3M	Sell	155,982 -79,590	-34%	-$4.4M	0.49%	63
2025 Q4	$10.4M	Buy	+235,572	New	+$9.96M	0.6%	46
2023 Q3	–	Sell	-375,000	Closed	-$11M	–	88
2023 Q2	$11M	Buy	+375,000	New	+$11.2M	1.12%	26

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

Aventail Capital Group's SU Position: Q2 2026 in Review

Aventail Capital Group reduced its Suncor Energy (SU) stake by 39% in Q2 2026, selling an estimated $3.87M and leaving 94,849 shares worth $5.09M. The position accounts for 0.29% of the portfolio, ranked #104.

Aventail Capital Group first reported a position in SU in Q2 2023 and has held it in 4 quarters since. The position peaked at $11M in Q2 2023. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Aventail Capital Group held 94,849 shares of Suncor Energy worth $5.09M as of Q2 2026.
Aventail Capital Group sold 61,133 Suncor Energy shares in Q2 2026, an estimated $3.87M.
Suncor Energy made up 0.29% of Aventail Capital Group's portfolio in Q2 2026, its #104 holding.
Aventail Capital Group first reported a position in Suncor Energy in Q2 2023 and has held it in 4 quarters since.
Aventail Capital Group's Suncor Energy position peaked at $11M in Q2 2023.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.