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 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 $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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fortis Advisors's SU Position: Q1 2026 in Review

Fortis Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 4,800 shares worth $317K. The stake represents 0.16% of the portfolio and ranks #90 among its holdings. This is a return to the name: Fortis Advisors previously reported a position in SU as recently as Q1 2023.

Fortis Advisors first reported a position in SU in Q4 2017 and has held it in 15 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Fortis Advisors held 4,800 shares of Suncor Energy worth $317K as of Q1 2026.
Suncor Energy was a new Fortis Advisors position in Q1 2026.
Suncor Energy made up 0.16% of Fortis Advisors's portfolio in Q1 2026, its #90 holding.
Fortis Advisors first reported a position in Suncor Energy in Q4 2017 and has held it in 15 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.