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Evergreen Capital Management’s Suncor Energy SU Stock Holding History

Evergreen Capital Management’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
Q1 		$1.01M Buy
15,341
+206
+1% +$11.4K 0.02% 484
2025
Q4 		$671K Sell
15,135
-347
-2% -$14.7K 0.02% 589
2025
Q3 		$647K Buy
15,482
+560
+4% +$22.5K 0.02% 541
2025
Q2 		$559K Sell
14,922
-1,896
-11% -$68.6K 0.02% 513
2025
Q1 		$651K Sell
16,818
-579
-3% -$22.1K 0.02% 420
2024
Q4 		$621K Sell
17,397
-426
-2% -$16.4K 0.02% 441
2024
Q3 		$658K Sell
17,823
-787
-4% -$30.4K 0.02% 423
2024
Q2 		$709K Sell
18,610
-776
-4% -$30K 0.03% 376
2024
Q1 		$716K Sell
19,386
-58,312
-75% -$1.96M 0.03% 352
2023
Q4 		$2.49M Sell
77,698
-1,221
-2% -$39.9K 0.1% 207
2023
Q3 		$2.71M Buy
78,919
+1,267
+2% +$40.6K 0.12% 191
2023
Q2 		$2.28M Buy
77,652
+2,706
+4% +$80.9K 0.1% 203
2023
Q1 		$2.33M Buy
74,946
+80
+0.1% +$2.6K 0.1% 202
2022
Q4 		$2.38M Sell
74,866
-30,441
-29% -$1M 0.11% 201
2022
Q3 		$2.96M Sell
105,307
-1,735
-2% -$54.8K 0.15% 164
2022
Q2 		$3.75M Sell
107,042
-42,284
-28% -$1.54M 0.2% 139
2022
Q1 		$4.87M Buy
149,326
+18
+0% +$534 0.2% 139
2021
Q4 		$3.74M Buy
149,308
+267
+0.2% +$6.5K 0.15% 169
2021
Q3 		$3.09M Buy
149,041
+3,019
+2% +$60.4K 0.14% 172
2021
Q2 		$3.5M Buy
146,022
+4,758
+3% +$109K 0.17% 140
2021
Q1 		$2.95M Buy
+141,264
New +$2.77M 0.15% 149
2020
Q2 		– Sell
-12,786
Closed -$202K – 428
2020
Q1 		$202K Sell
12,786
-55,059
-81% -$1.44M 0.02% 331
2019
Q4 		$2.23M Sell
67,845
-331
-0.5% -$10.3K 0.19% 113
2019
Q3 		$2.15M Buy
+68,176
New +$2.05M 0.2% 106

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Evergreen Capital Management's SU Position: Q1 2026 in Review

Evergreen Capital Management increased its Suncor Energy (SU) stake by 1.4% in Q1 2026, buying an estimated $11.4K and bringing the position to 15,341 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #484.

Evergreen Capital Management first reported a position in SU in Q3 2019 and has held it in 24 quarters since. The position peaked at $4.87M in Q1 2022. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Evergreen Capital Management held 15,341 shares of Suncor Energy worth $1.01M as of Q1 2026.
  • Evergreen Capital Management bought 206 Suncor Energy shares in Q1 2026, an estimated $11.4K.
  • Suncor Energy made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #484 holding.
  • Evergreen Capital Management first reported a position in Suncor Energy in Q3 2019 and has held it in 24 quarters since.
  • Evergreen Capital Management's Suncor Energy position peaked at $4.87M in Q1 2022.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.