CoreCap Advisors’s Suncor Energy SU Stock Holding History

CoreCap 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 Q2	$86.9K	Buy	1,618 +9	+0.6%	+$570	﹤0.01%	1169
2026 Q1	$106K	Hold	1,609	–	–	﹤0.01%	1009
2025 Q4	$71.4K	Sell	1,609 -363	-18%	-$15.3K	﹤0.01%	1163
2025 Q3	$82.4K	Hold	1,972	–	–	﹤0.01%	1113
2025 Q2	$73.9K	Sell	1,972 -64	-3%	-$2.31K	﹤0.01%	1091
2025 Q1	$78.8K	Buy	2,036 +64	+3%	+$2.44K	﹤0.01%	991
2024 Q4	$70.4K	Sell	1,972 -432	-18%	-$16.6K	﹤0.01%	1047
2024 Q3	$88.8K	Buy	+2,404	New	+$92.8K	﹤0.01%	966
2024 Q2	–	Sell	-2,064	Closed	-$76.2K	–	2456
2024 Q1	$76.2K	Buy	+2,064	New	+$69.4K	﹤0.01%	956
2022 Q4	$48K	Buy	+1,513	New	+$49.7K	﹤0.01%	1003
2022 Q3	–	Sell	-1,250	Closed	-$44K	–	1888
2022 Q2	$44K	Buy	+1,250	New	+$45.5K	﹤0.01%	982
2022 Q1	–	Sell	-1,270	Closed	-$32K	–	1891
2021 Q4	$32K	Buy	+1,270	New	+$30.9K	﹤0.01%	1156

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CoreCap Advisors's SU Position: Q2 2026 in Review

CoreCap Advisors increased its Suncor Energy (SU) stake by 0.56% in Q2 2026, buying an estimated $570 and bringing the position to 1,618 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

CoreCap Advisors first reported a position in SU in Q4 2021 and has held it in 12 quarters since. The position peaked at $106K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

CoreCap Advisors held 1,618 shares of Suncor Energy worth $86.9K as of Q2 2026.
CoreCap Advisors bought 9 Suncor Energy shares in Q2 2026, an estimated $570.
Suncor Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1169 holding.
CoreCap Advisors first reported a position in Suncor Energy in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Suncor Energy position peaked at $106K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.