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Financial Consulate’s Suncor Energy SU Stock Holding History

Financial Consulate’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 		$3.11K Sell
58
-42
-42% -$2.66K ﹤0.01% 942
2026
Q1 		$6.61K Sell
100
-907
-90% -$50.1K ﹤0.01% 736
2025
Q4 		$44.7K Buy
+1,007
New +$42.6K 0.01% 338

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

Financial Consulate's SU Position: Q2 2026 in Review

Financial Consulate reduced its Suncor Energy (SU) stake by 42% in Q2 2026, selling an estimated $2.66K and leaving 58 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Financial Consulate first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.7K in Q4 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Financial Consulate held 58 shares of Suncor Energy worth $3.11K as of Q2 2026.
  • Financial Consulate sold 42 Suncor Energy shares in Q2 2026, an estimated $2.66K.
  • Suncor Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #942 holding.
  • Financial Consulate first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Suncor Energy position peaked at $44.7K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.