Heritage Family Offices’s Suncor Energy SU Stock Holding History

Heritage Family Offices’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	$308K	Sell	5,741 -2,463	-30%	-$156K	0.12%	149
2026 Q1	$542K	Sell	8,204 -8,097	-50%	-$448K	0.24%	98
2025 Q4	$723K	Sell	16,301 -1,776	-10%	-$75.1K	0.33%	71
2025 Q3	$756K	Buy	18,077 +158	+0.9%	+$6.34K	0.35%	67
2025 Q2	$687K	Hold	17,919	–	–	0.35%	69
2025 Q1	$694K	Sell	17,919 -2,213	-11%	-$84.4K	0.35%	69
2024 Q4	$718K	Buy	20,132 +1,379	+7%	+$53.1K	0.36%	64
2024 Q3	$692K	Buy	18,753 +97	+0.5%	+$3.75K	0.36%	63
2024 Q2	$711K	Buy	+18,656	New	+$721K	0.39%	58

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

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

Heritage Family Offices's SU Position: Q2 2026 in Review

Heritage Family Offices reduced its Suncor Energy (SU) stake by 30% in Q2 2026, selling an estimated $156K and leaving 5,741 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #149.

Heritage Family Offices first reported a position in SU in Q2 2024 and has held it in 9 quarters since. The position peaked at $756K in Q3 2025. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Heritage Family Offices held 5,741 shares of Suncor Energy worth $308K as of Q2 2026.
Heritage Family Offices sold 2,463 Suncor Energy shares in Q2 2026, an estimated $156K.
Suncor Energy made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #149 holding.
Heritage Family Offices first reported a position in Suncor Energy in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Suncor Energy position peaked at $756K in Q3 2025.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.