Cape Investment Advisory’s Suncor Energy SU Stock Holding History

Cape Investment Advisory’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	$20.9K	Buy	+389	New	+$24.6K	0.01%	693
2026 Q1	–	Sell	-300	Closed	-$13.3K	–	1083
2025 Q4	$13.3K	Buy	300 +125	+71%	+$5.28K	﹤0.01%	693
2025 Q3	$7.32K	Buy	175 +46	+36%	+$1.84K	0.01%	459
2025 Q2	$4.83K	Buy	129 +35	+37%	+$1.27K	﹤0.01%	763
2025 Q1	$3.64K	Sell	94 -32	-25%	-$1.22K	﹤0.01%	818
2024 Q4	$4.5K	Hold	126	–	–	﹤0.01%	763
2024 Q3	$4.65K	Hold	126	–	–	﹤0.01%	719
2024 Q2	$4.8K	Hold	126	–	–	﹤0.01%	671
2024 Q1	$4.65K	Sell	126 -1,572	-93%	-$52.9K	﹤0.01%	660
2023 Q4	$54.4K	Buy	1,698 +1,610	+1,830%	+$52.6K	0.03%	336
2023 Q3	$3.02K	Hold	88	–	–	﹤0.01%	748
2023 Q2	$2.58K	Buy	88 +26	+42%	+$778	﹤0.01%	750
2023 Q1	$1.93K	Buy	+62	New	+$2.02K	﹤0.01%	817

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

Cape Investment Advisory's SU Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Suncor Energy (SU) in Q2 2026: 389 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SU as recently as Q4 2025.

Cape Investment Advisory first reported a position in SU in Q1 2023 and has held it in 13 quarters since. The position peaked at $54.4K in Q4 2023. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Cape Investment Advisory held 389 shares of Suncor Energy worth $20.9K as of Q2 2026.
Suncor Energy was a new Cape Investment Advisory position in Q2 2026.
Suncor Energy made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #693 holding.
Cape Investment Advisory first reported a position in Suncor Energy in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Suncor Energy position peaked at $54.4K in Q4 2023.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.