Capstone Investment Advisors
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Capstone Investment Advisors’s Suncor Energy SU Stock Holding History

Capstone Investment Advisors’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 		$731K Buy
+11,053
New +$611K ﹤0.01% 980
2024
Q1 		– Sell
-10,548
Closed -$338K – 2535
2023
Q4 		$338K Buy
+10,548
New +$344K ﹤0.01% 1541

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Capstone Investment Advisors's SU Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 11,053 shares worth $731K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SU as recently as Q4 2023.

Capstone Investment Advisors first reported a position in SU in Q4 2023 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Capstone Investment Advisors held 11,053 shares of Suncor Energy worth $731K as of Q1 2026.
  • Suncor Energy was a new Capstone Investment Advisors position in Q1 2026.
  • Suncor Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #980 holding.
  • Capstone Investment Advisors first reported a position in Suncor Energy in Q4 2023 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.