Caldwell Trust’s Suncor Energy SU Stock Holding History

Caldwell Trust’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	$17.2K	Sell	320 -7	-2%	-$443	﹤0.01%	627
2026 Q1	$21.6K	Hold	327	–	–	﹤0.01%	587
2025 Q4	$14.5K	Buy	327 +15	+5%	+$634	﹤0.01%	619
2025 Q3	$13K	Hold	312	–	–	﹤0.01%	621
2025 Q2	$11.7K	Hold	312	–	–	﹤0.01%	624
2025 Q1	$12.1K	Hold	312	–	–	﹤0.01%	614
2024 Q4	$11.1K	Hold	312	–	–	﹤0.01%	600
2024 Q3	$11.5K	Hold	312	–	–	﹤0.01%	599
2024 Q2	$11.9K	Hold	312	–	–	﹤0.01%	600
2024 Q1	$11.5K	Hold	312	–	–	﹤0.01%	610
2023 Q4	$10K	Sell	312 -268	-46%	-$8.75K	﹤0.01%	607
2023 Q3	$19.9K	Hold	580	–	–	﹤0.01%	543
2023 Q2	$17K	Buy	+580	New	+$17.3K	﹤0.01%	583

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

Caldwell Trust's SU Position: Q2 2026 in Review

Caldwell Trust reduced its Suncor Energy (SU) stake by 2.1% in Q2 2026, selling an estimated $443 and leaving 320 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Caldwell Trust first reported a position in SU in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.6K in Q1 2026. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Caldwell Trust held 320 shares of Suncor Energy worth $17.2K as of Q2 2026.
Caldwell Trust sold 7 Suncor Energy shares in Q2 2026, an estimated $443.
Suncor Energy made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #627 holding.
Caldwell Trust first reported a position in Suncor Energy in Q2 2023 and has held it in 13 quarters since.
Caldwell Trust's Suncor Energy position peaked at $21.6K in Q1 2026.
756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.