CX Institutional’s Suncor Energy SU Stock Holding History

CX Institutional’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	$8K	Hold	154	–	–	﹤0.01%	1334
2026 Q1	$10K	Sell	154 -207	-57%	-$11.4K	﹤0.01%	1305
2025 Q4	$16K	Buy	361 +2	+0.6%	+$85	﹤0.01%	1127
2025 Q3	$15K	Buy	359 +1	+0.3%	+$40	﹤0.01%	1142
2025 Q2	$13K	Hold	358	–	–	﹤0.01%	1015
2025 Q1	$14K	Buy	+358	New	+$13.7K	﹤0.01%	985

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

CX Institutional's SU Position: Q2 2026 in Review

CX Institutional held its Suncor Energy (SU) position steady in Q2 2026 at 154 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

CX Institutional first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q4 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

CX Institutional held 154 shares of Suncor Energy worth $8K as of Q2 2026.
CX Institutional left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1334 holding.
CX Institutional first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
CX Institutional's Suncor Energy position peaked at $16K in Q4 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.