Fortis Advisors’s Suncor Energy SU Stock Holding History

Fortis Advisors’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	$333K	Buy	6,200 +1,400	+29%	+$88.7K	0.16%	93
2026 Q1	$317K	Buy	+4,800	New	+$265K	0.16%	90
2023 Q2	–	Sell	-1,000	Closed	-$31.1K	–	231
2023 Q1	$31.1K	Hold	1,000	–	–	0.02%	172
2022 Q4	$31.7K	Hold	1,000	–	–	0.02%	167
2022 Q3	$28K	Hold	1,000	–	–	0.02%	167
2022 Q2	$35K	Hold	1,000	–	–	0.02%	177
2022 Q1	$33K	Buy	+1,000	New	+$29.7K	0.02%	194
2020 Q1	–	Sell	-4,500	Closed	-$148K	–	379
2019 Q4	$148K	Hold	4,500	–	–	0.09%	152
2019 Q3	$142K	Hold	4,500	–	–	0.07%	158
2019 Q2	$140K	Hold	4,500	–	–	0.07%	155
2019 Q1	$146K	Hold	4,500	–	–	0.08%	144
2018 Q4	$126K	Hold	4,500	–	–	0.08%	148
2018 Q3	$174K	Hold	4,500	–	–	0.1%	88
2018 Q2	$183K	Hold	4,500	–	–	0.11%	78
2018 Q1	$155K	Buy	4,500 +2,800	+165%	+$97.5K	0.09%	83
2017 Q4	$62K	Buy	+1,700	New	+$59.1K	0.04%	169

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

Fortis Advisors's SU Position: Q2 2026 in Review

Fortis Advisors increased its Suncor Energy (SU) stake by 29% in Q2 2026, buying an estimated $88.7K and bringing the position to 6,200 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #93.

Fortis Advisors first reported a position in SU in Q4 2017 and has held it in 16 quarters since. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Fortis Advisors held 6,200 shares of Suncor Energy worth $333K as of Q2 2026.
Fortis Advisors bought 1,400 Suncor Energy shares in Q2 2026, an estimated $88.7K.
Suncor Energy made up 0.16% of Fortis Advisors's portfolio in Q2 2026, its #93 holding.
Fortis Advisors first reported a position in Suncor Energy in Q4 2017 and has held it in 16 quarters since.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.