Covestor
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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
Q3 		$81K Sell
1,189
-324
-21% -$21.1K 0.05% 469
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% +$9.8K 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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Covestor's SU Position: Q3 2026 in Review

Covestor reduced its Suncor Energy (SU) stake by 21% in Q3 2026, selling an estimated $21.1K and leaving 1,189 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #469.

Covestor first reported a position in SU in Q2 2022 and has held it in 13 quarters since. The position peaked at $100K in Q1 2026. 645 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Covestor held 1,189 shares of Suncor Energy worth $81K as of Q3 2026.
  • Covestor sold 324 Suncor Energy shares in Q3 2026, an estimated $21.1K.
  • Suncor Energy made up 0.05% of Covestor's portfolio in Q3 2026, its #469 holding.
  • Covestor first reported a position in Suncor Energy in Q2 2022 and has held it in 13 quarters since.
  • Covestor's Suncor Energy position peaked at $100K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.