Covestor’s Suncor Energy SU Stock Holding History

Covestor’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	$81K	Hold	1,513	–	–	0.05%	493
2026 Q1	$100K	Sell	1,513 -227	-13%	-$12.5K	0.07%	292
2025 Q4	$77K	Sell	1,740 -180	-9%	-$7.61K	0.04%	706
2025 Q3	$80K	Hold	1,920	–	–	0.04%	690
2025 Q2	$72K	Buy	1,920 +819	+74%	+$29.6K	0.04%	734
2025 Q1	$43K	Buy	1,101 +6	+0.5%	+$229	0.03%	908
2024 Q4	$39K	Buy	1,095 +256	+31%	+$9.85K	0.02%	946
2024 Q3	$31K	Sell	839 -1,292	-61%	-$49.9K	0.02%	1051
2024 Q2	$81K	Buy	2,131 +1,597	+299%	+$61.7K	0.05%	627
2024 Q1	$20K	Buy	+534	New	+$18K	0.01%	1225
2023 Q1	–	Sell	-17	Closed	-$1K	–	2566
2022 Q4	$1K	Buy	+17	New	+$559	﹤0.01%	1935
2022 Q3	–	Sell	-1,569	Closed	-$55K	–	2581
2022 Q2	$55K	Buy	+1,569	New	+$57.1K	0.04%	711

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

Covestor's SU Position: Q2 2026 in Review

Covestor held its Suncor Energy (SU) position steady in Q2 2026 at 1,513 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #493.

Covestor first reported a position in SU in Q2 2022 and has held it in 12 quarters since. The position peaked at $100K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Covestor held 1,513 shares of Suncor Energy worth $81K as of Q2 2026.
Covestor left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.05% of Covestor's portfolio in Q2 2026, its #493 holding.
Covestor first reported a position in Suncor Energy in Q2 2022 and has held it in 12 quarters since.
Covestor's Suncor Energy position peaked at $100K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.