Capital Analysts LLC’s Suncor Energy SU Stock Holding History

Capital Analysts LLC’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	$11K	Hold	199	–	–	﹤0.01%	1278
2026 Q1	$13K	Sell	199 -116	-37%	-$6.41K	﹤0.01%	1214
2025 Q4	$14K	Hold	315	–	–	﹤0.01%	1181
2025 Q3	$13K	Hold	315	–	–	﹤0.01%	1159
2025 Q2	$12K	Sell	315 -54	-15%	-$1.95K	﹤0.01%	1119
2025 Q1	$14K	Hold	369	–	–	﹤0.01%	1071
2024 Q4	$13K	Hold	369	–	–	﹤0.01%	1025
2024 Q3	$14K	Buy	+369	New	+$14.3K	﹤0.01%	968
2023 Q4	–	Sell	-20	Closed	-$1K	–	1209
2023 Q3	$1K	Buy	+20	New	+$641	﹤0.01%	1146
2013 Q4	–	Sell	-250	Closed	-$8.95K	–	339
2013 Q3	$8.95K	Buy	+250	New	+$8.32K	﹤0.01%	276

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

Capital Analysts LLC's SU Position: Q2 2026 in Review

Capital Analysts LLC held its Suncor Energy (SU) position steady in Q2 2026 at 199 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Capital Analysts LLC first reported a position in SU in Q3 2013 and has held it in 10 quarters since. The position peaked at $14K in Q4 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Capital Analysts LLC held 199 shares of Suncor Energy worth $11K as of Q2 2026.
Capital Analysts LLC left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1278 holding.
Capital Analysts LLC first reported a position in Suncor Energy in Q3 2013 and has held it in 10 quarters since.
Capital Analysts LLC's Suncor Energy position peaked at $14K in Q4 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.