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Blue Trust Inc’s Suncor Energy SU Stock Holding History

Blue Trust Inc’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 		$77.5K Sell
1,443
-202
-12% -$12.8K ﹤0.01% 1150
2026
Q1 		$109K Sell
1,645
-1,252
-43% -$69.2K ﹤0.01% 988
2025
Q4 		$129K Sell
2,897
-912
-24% -$38.5K ﹤0.01% 947
2025
Q3 		$159K Sell
3,809
-3,147
-45% -$126K ﹤0.01% 887
2025
Q2 		$260K Sell
6,956
-143
-2% -$5.17K ﹤0.01% 674
2025
Q1 		$275K Buy
7,099
+590
+9% +$22.5K ﹤0.01% 597
2024
Q4 		$232K Buy
6,509
+1,389
+27% +$53.4K ﹤0.01% 591
2024
Q3 		$195K Buy
5,120
+1,842
+56% +$71.1K ﹤0.01% 863
2024
Q2 		$121K Buy
3,278
+325
+11% +$12.6K ﹤0.01% 893
2024
Q1 		$109K Buy
2,953
+1,606
+119% +$54K ﹤0.01% 692
2023
Q4 		$47K Sell
1,347
-62
-4% -$2.02K ﹤0.01% 965
2023
Q3 		$41K Buy
1,409
+4
+0.3% +$128 ﹤0.01% 913
2023
Q2 		$43K Sell
1,405
-818
-37% -$24.5K ﹤0.01% 748
2023
Q1 		$71K Sell
2,223
-137
-6% -$4.46K ﹤0.01% 885
2022
Q4 		$67K Buy
2,360
+1,329
+129% +$43.7K ﹤0.01% 810
2022
Q3 		$36K Sell
1,031
-42
-4% -$1.33K ﹤0.01% 874
2022
Q2 		$34K Buy
+1,073
New +$39.1K ﹤0.01% 803

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

Blue Trust Inc's SU Position: Q2 2026 in Review

Blue Trust Inc reduced its Suncor Energy (SU) stake by 12% in Q2 2026, selling an estimated $12.8K and leaving 1,443 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Blue Trust Inc first reported a position in SU in Q2 2022 and has held it in 17 quarters since. The position peaked at $275K in Q1 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Blue Trust Inc held 1,443 shares of Suncor Energy worth $77.5K as of Q2 2026.
  • Blue Trust Inc sold 202 Suncor Energy shares in Q2 2026, an estimated $12.8K.
  • Suncor Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1150 holding.
  • Blue Trust Inc first reported a position in Suncor Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Suncor Energy position peaked at $275K in Q1 2025.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.