Envestnet Portfolio Solutions’s Suncor Energy SU Stock Holding History

Envestnet Portfolio Solutions’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	$1.94M	Buy	36,079 +122	+0.3%	+$7.73K	0.01%	503
2026 Q1	$2.38M	Sell	35,957 -9,556	-21%	-$528K	0.01%	417
2025 Q4	$2.02M	Sell	45,513 -374	-0.8%	-$15.8K	0.01%	544
2025 Q3	$1.92M	Sell	45,887 -10,179	-18%	-$408K	0.01%	535
2025 Q2	$2.1M	Sell	56,066 -5,577	-9%	-$202K	0.01%	553
2025 Q1	$2.39M	Sell	61,643 -10,069	-14%	-$384K	0.01%	533
2024 Q4	$2.56M	Buy	71,712 +10,644	+17%	+$410K	0.01%	582
2024 Q3	$2.25M	Buy	61,068 +711	+1%	+$27.5K	0.01%	617
2024 Q2	$2.3M	Buy	60,357 +4,721	+8%	+$182K	0.01%	594
2024 Q1	$2.05M	Buy	55,636 +20,101	+57%	+$676K	0.01%	630
2023 Q4	$1.14M	Buy	35,535 +734	+2%	+$24K	﹤0.01%	761
2023 Q3	$1.2M	Buy	+34,801	New	+$1.12M	0.01%	704

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

Envestnet Portfolio Solutions's SU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Suncor Energy (SU) stake by 0.34% in Q2 2026, buying an estimated $7.73K and bringing the position to 36,079 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #503.

Envestnet Portfolio Solutions first reported a position in SU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2024. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Envestnet Portfolio Solutions held 36,079 shares of Suncor Energy worth $1.94M as of Q2 2026.
Envestnet Portfolio Solutions bought 122 Suncor Energy shares in Q2 2026, an estimated $7.73K.
Suncor Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #503 holding.
Envestnet Portfolio Solutions first reported a position in Suncor Energy in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Suncor Energy position peaked at $2.56M in Q4 2024.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.