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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
Q2 		$822K Sell
15,309
-32
-0.2% -$2.03K 0.01% 631
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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Evergreen Capital Management's SU Position: Q2 2026 in Review

Evergreen Capital Management reduced its Suncor Energy (SU) stake by 0.21% in Q2 2026, selling an estimated $2.03K and leaving 15,309 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #631.

Evergreen Capital Management first reported a position in SU in Q3 2019 and has held it in 25 quarters since. The position peaked at $4.87M in Q1 2022. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Evergreen Capital Management held 15,309 shares of Suncor Energy worth $822K as of Q2 2026.
  • Evergreen Capital Management sold 32 Suncor Energy shares in Q2 2026, an estimated $2.03K.
  • Suncor Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #631 holding.
  • Evergreen Capital Management first reported a position in Suncor Energy in Q3 2019 and has held it in 25 quarters since.
  • Evergreen Capital Management's Suncor Energy position peaked at $4.87M in Q1 2022.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.