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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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return