Financial Perspectives’s Suncor Energy SU Stock Holding History

Financial Perspectives’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	$28.1K	Hold	524	–	–	0.01%	414
2026 Q1	$34.6K	Hold	524	–	–	0.01%	369
2025 Q4	$23.2K	Hold	524	–	–	0.01%	416
2025 Q3	$21.9K	Hold	524	–	–	0.01%	413
2025 Q2	$19.6K	Hold	524	–	–	0.01%	420
2025 Q1	$20.3K	Hold	524	–	–	0.01%	411
2024 Q4	$18.7K	Hold	524	–	–	0.01%	417
2024 Q3	$19.3K	Hold	524	–	–	0.01%	394
2024 Q2	$20K	Hold	524	–	–	0.01%	382
2024 Q1	$19.3K	Hold	524	–	–	0.01%	389
2023 Q4	$16.8K	Hold	524	–	–	0.01%	401
2023 Q3	$18K	Hold	524	–	–	0.01%	371
2023 Q2	$15.4K	Hold	524	–	–	0.01%	393
2023 Q1	$16.3K	Hold	524	–	–	0.01%	386
2022 Q4	$16.6K	Hold	524	–	–	0.01%	382
2022 Q3	$14.8K	Hold	524	–	–	0.01%	389
2022 Q2	$18.4K	Hold	524	–	–	0.01%	362
2022 Q1	$17.1K	Hold	524	–	–	0.01%	394
2021 Q4	$13.1K	Buy	+524	New	+$12.8K	0.01%	413
2021 Q3	–	Sell	-524	Closed	-$12.6K	–	663
2021 Q2	$12.6K	Hold	524	–	–	0.01%	444
2021 Q1	$11K	Hold	524	–	–	0.01%	436
2020 Q4	$8.79K	Hold	524	–	–	0.01%	419
2020 Q3	$6.41K	Hold	524	–	–	﹤0.01%	401
2020 Q2	$8.84K	Hold	524	–	–	0.01%	362
2020 Q1	$8.28K	Hold	524	–	–	0.01%	342
2019 Q4	$17.2K	Buy	+524	New	+$16.4K	0.01%	278

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

Financial Perspectives's SU Position: Q2 2026 in Review

Financial Perspectives held its Suncor Energy (SU) position steady in Q2 2026 at 524 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #414.

Financial Perspectives first reported a position in SU in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.6K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Financial Perspectives held 524 shares of Suncor Energy worth $28.1K as of Q2 2026.
Financial Perspectives left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #414 holding.
Financial Perspectives first reported a position in Suncor Energy in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Suncor Energy position peaked at $34.6K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.