Cerity Partners
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Cerity Partners’s Suncor Energy SU Stock Holding History

Cerity Partners’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 		$3.84M Buy
71,528
+2,042
+3% +$129K ﹤0.01% 1228
2026
Q1 		$4.59M Buy
69,486
+5,634
+9% +$311K 0.01% 1053
2025
Q4 		$2.83M Sell
63,852
-2,525
-4% -$107K ﹤0.01% 1212
2025
Q3 		$2.77M Sell
66,377
-1,847
-3% -$74.1K ﹤0.01% 1132
2025
Q2 		$2.56M Sell
68,224
-3,897
-5% -$141K ﹤0.01% 1101
2025
Q1 		$2.79M Buy
72,121
+31,077
+76% +$1.19M 0.01% 968
2024
Q4 		$1.48M Sell
41,044
-4,493
-10% -$173K ﹤0.01% 1247
2024
Q3 		$1.68M Buy
45,537
+19,939
+78% +$770K ﹤0.01% 1171
2024
Q2 		$975K Sell
25,598
-6,287
-20% -$243K ﹤0.01% 1243
2024
Q1 		$1.19M Buy
31,885
+10,590
+50% +$356K ﹤0.01% 1200
2023
Q4 		$682K Buy
21,295
+11,344
+114% +$370K ﹤0.01% 1137
2023
Q3 		$342K Sell
9,951
-13,025
-57% -$418K ﹤0.01% 1111
2023
Q2 		$674K Buy
22,976
+8,980
+64% +$269K ﹤0.01% 1064
2023
Q1 		$435K Buy
13,996
+677
+5% +$22K ﹤0.01% 1354
2022
Q4 		$423K Buy
13,319
+1,761
+15% +$57.9K ﹤0.01% 1011
2022
Q3 		$326K Sell
11,558
-3,255
-22% -$103K ﹤0.01% 855
2022
Q2 		$520K Buy
14,813
+4,926
+50% +$179K 0.01% 728
2022
Q1 		$323K Sell
9,887
-1,839
-16% -$54.6K 0.01% 703
2021
Q4 		$292K Buy
+11,726
New +$286K ﹤0.01% 777
2020
Q1 		– Sell
-9,797
Closed -$321K – 512
2019
Q4 		$321K Sell
9,797
-1,472
-13% -$45.9K 0.02% 423
2019
Q3 		$356K Buy
11,269
+4
+0% +$120 0.02% 366
2019
Q2 		$351K Buy
11,265
+896
+9% +$28.7K 0.02% 369
2019
Q1 		$336K Buy
+10,369
New +$338K 0.02% 398
2018
Q4 		– Sell
-6,731
Closed -$260K – 554
2018
Q3 		$260K Buy
+6,731
New +$272K 0.02% 448
2018
Q1 		– Sell
-6,330
Closed -$232K – 577
2017
Q4 		$232K Sell
6,330
-673
-10% -$23.4K 0.02% 505
2017
Q3 		$245K Buy
+7,003
New +$224K 0.02% 489

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

Cerity Partners's SU Position: Q2 2026 in Review

Cerity Partners increased its Suncor Energy (SU) stake by 2.9% in Q2 2026, buying an estimated $129K and bringing the position to 71,528 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Cerity Partners first reported a position in SU in Q3 2017 and has held it in 26 quarters since. The position peaked at $4.59M in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Cerity Partners held 71,528 shares of Suncor Energy worth $3.84M as of Q2 2026.
  • Cerity Partners bought 2,042 Suncor Energy shares in Q2 2026, an estimated $129K.
  • Suncor Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1228 holding.
  • Cerity Partners first reported a position in Suncor Energy in Q3 2017 and has held it in 26 quarters since.
  • Cerity Partners's Suncor Energy position peaked at $4.59M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.