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Caprock Group’s Suncor Energy SU Stock Holding History

Caprock Group’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 		$3.98M Buy
74,127
+39,517
+114% +$2.5M 0.08% 216
2026
Q1 		$2.29M Buy
34,610
+1,146
+3% +$63.3K 0.06% 300
2025
Q4 		$1.48M Buy
33,464
+5,232
+19% +$221K 0.03% 477
2025
Q3 		$1.17M Buy
+28,232
New +$1.13M 0.03% 521
2025
Q1 		$1.12M Sell
28,899
-396
-1% -$15.1K 0.03% 429
2024
Q4 		$1.05M Buy
29,295
+1,501
+5% +$57.8K 0.03% 409
2024
Q3 		$1.03M Buy
27,794
+47
+0.2% +$1.81K 0.04% 390
2024
Q2 		$1.06M Buy
+27,747
New +$1.07M 0.04% 352
2019
Q2 		– Sell
-6,984
Closed -$226K – 397
2019
Q1 		$226K Buy
+6,984
New +$227K 0.04% 316

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

Caprock Group's SU Position: Q2 2026 in Review

Caprock Group increased its Suncor Energy (SU) stake by 114% in Q2 2026, buying an estimated $2.5M and bringing the position to 74,127 shares worth $3.98M. The position accounts for 0.08% of the portfolio, ranked #216.

Caprock Group first reported a position in SU in Q1 2019 and has held it in 9 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Caprock Group held 74,127 shares of Suncor Energy worth $3.98M as of Q2 2026.
  • Caprock Group bought 39,517 Suncor Energy shares in Q2 2026, an estimated $2.5M.
  • Suncor Energy made up 0.08% of Caprock Group's portfolio in Q2 2026, its #216 holding.
  • Caprock Group first reported a position in Suncor Energy in Q1 2019 and has held it in 9 quarters since.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.