CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Suncor Energy SU Stock Holding History

CAPTRUST Financial 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 		$2.44M Buy
36,927
+1,779
+5% +$98.3K ﹤0.01% 1116
2025
Q4 		$1.56M Sell
35,148
-5,967
-15% -$252K ﹤0.01% 1222
2025
Q3 		$1.72M Sell
41,115
-2,085
-5% -$83.6K ﹤0.01% 1102
2025
Q2 		$1.62M Buy
43,200
+5,072
+13% +$183K ﹤0.01% 1079
2025
Q1 		$1.48M Sell
38,128
-9,509
-20% -$363K ﹤0.01% 1063
2024
Q4 		$1.7M Sell
47,637
-3,527
-7% -$136K ﹤0.01% 954
2024
Q3 		$1.89M Buy
51,164
+3,830
+8% +$148K 0.01% 875
2024
Q2 		$1.8M Sell
47,334
-1,114
-2% -$43K 0.01% 867
2024
Q1 		$1.79M Sell
48,448
-1,331
-3% -$44.8K 0.01% 852
2023
Q4 		$1.59M Sell
49,779
-7,248
-13% -$237K 0.01% 1011
2023
Q3 		$1.96M Buy
57,027
+18,995
+50% +$609K 0.01% 866
2023
Q2 		$1.12M Sell
38,032
-366
-1% -$10.9K ﹤0.01% 1141
2023
Q1 		$1.19M Sell
38,398
-2,412
-6% -$78.4K 0.01% 947
2022
Q4 		$1.29M Sell
40,810
-3,376
-8% -$111K 0.01% 863
2022
Q3 		$1.24M Buy
44,186
+1,907
+5% +$60.2K 0.01% 834
2022
Q2 		$1.48M Buy
42,279
+3,397
+9% +$124K 0.01% 687
2022
Q1 		$1.27M Buy
38,882
+9,608
+33% +$285K 0.01% 749
2021
Q4 		$733K Sell
29,274
-1,297
-4% -$31.6K 0.01% 947
2021
Q3 		$634K Sell
30,571
-4,187
-12% -$83.7K 0.01% 933
2021
Q2 		$833K Buy
34,758
+500
+1% +$11.5K 0.01% 790
2021
Q1 		$716K Buy
34,258
+4,102
+14% +$80.4K 0.01% 815
2020
Q4 		$506K Sell
30,156
-3,922
-12% -$57.6K 0.01% 822
2020
Q3 		$398K Sell
34,078
-4,694
-12% -$73.5K 0.01% 787
2020
Q2 		$638K Buy
38,772
+4,002
+12% +$68.4K 0.01% 631
2020
Q1 		$543K Sell
34,770
-427
-1% -$11.2K 0.01% 574
2019
Q4 		$1.15M Buy
35,197
+17,053
+94% +$532K 0.02% 479
2019
Q3 		$573K Sell
18,144
-552
-3% -$16.6K 0.02% 383
2019
Q2 		$583K Buy
18,696
+311
+2% +$9.95K 0.02% 364
2019
Q1 		$596K Sell
18,385
-551
-3% -$17.9K 0.02% 336
2018
Q4 		$530K Buy
18,936
+1,310
+7% +$43.5K 0.03% 302
2018
Q3 		$682K Buy
17,626
+11,429
+184% +$463K 0.03% 271
2018
Q2 		$252K Buy
6,197
+1,774
+40% +$69.1K 0.01% 323
2018
Q1 		$149K Sell
4,423
-1,181
-21% -$41.1K 0.01% 365
2017
Q4 		$206K Buy
+5,604
New +$195K 0.01% 314

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

CAPTRUST Financial Advisors's SU Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Suncor Energy (SU) stake by 5.1% in Q1 2026, buying an estimated $98.3K and bringing the position to 36,927 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

CAPTRUST Financial Advisors first reported a position in SU in Q4 2017 and has held it in 34 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • CAPTRUST Financial Advisors held 36,927 shares of Suncor Energy worth $2.44M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,779 Suncor Energy shares in Q1 2026, an estimated $98.3K.
  • Suncor Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1116 holding.
  • CAPTRUST Financial Advisors first reported a position in Suncor Energy in Q4 2017 and has held it in 34 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

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