Everett Harris & Co’s Suncor Energy SU Stock Holding History

Everett Harris & Co’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	$358K	Sell	6,675 -2,000	-23%	-$127K	﹤0.01%	242
2026 Q1	$574K	Sell	8,675 -12,000	-58%	-$663K	0.01%	213
2025 Q4	$917K	Hold	20,675	–	–	0.01%	170
2025 Q3	$864K	Hold	20,675	–	–	0.01%	173
2025 Q2	$774K	Sell	20,675 -8,000	-28%	-$289K	0.01%	180
2025 Q1	$1.11M	Sell	28,675 -42	-0.1%	-$1.6K	0.01%	141
2024 Q4	$1.02M	Hold	28,717	–	–	0.01%	137
2024 Q3	$1.06M	Sell	28,717 -44	-0.2%	-$1.7K	0.01%	131
2024 Q2	$1.1M	Buy	28,761 +5,000	+21%	+$193K	0.01%	127
2024 Q1	$877K	Buy	+23,761	New	+$799K	0.01%	144

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

Everett Harris & Co's SU Position: Q2 2026 in Review

Everett Harris & Co reduced its Suncor Energy (SU) stake by 23% in Q2 2026, selling an estimated $127K and leaving 6,675 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Everett Harris & Co first reported a position in SU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Everett Harris & Co held 6,675 shares of Suncor Energy worth $358K as of Q2 2026.
Everett Harris & Co sold 2,000 Suncor Energy shares in Q2 2026, an estimated $127K.
Suncor Energy made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #242 holding.
Everett Harris & Co first reported a position in Suncor Energy in Q1 2024 and has held it in 10 quarters since.
Everett Harris & Co's Suncor Energy position peaked at $1.11M in Q1 2025.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.