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Covalis Capital’s Suncor Energy SU Stock Holding History

Covalis Capital’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
2025
Q1 		– Sell
-368,696
Closed -$13.2M – 83
2024
Q4 		$13.2M Buy
+368,696
New +$14.2M 1.92% 19
2024
Q3 		– Sell
-412,247
Closed -$15.7M – 83
2024
Q2 		$15.7M Buy
+412,247
New +$15.9M 2.14% 15

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Covalis Capital's SU Position: Q1 2025 in Review

Covalis Capital sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 368,696 shares — an estimated $13.2M sold.

Covalis Capital first reported a position in SU in Q2 2024 and held it in 2 quarters. The position peaked at $15.7M in Q2 2024. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Covalis Capital reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Covalis Capital sold 368,696 Suncor Energy shares in Q1 2025, an estimated $13.2M.
  • Covalis Capital first reported a position in Suncor Energy in Q2 2024 and held it in 2 quarters.
  • Covalis Capital's Suncor Energy position peaked at $15.7M in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Covalis Capital's 13F filing for Q1 2025, filed 15 May 2025.