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Legacy Capital Group California’s Suncor Energy SU Stock Holding History

Legacy Capital Group California’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 		$434K Sell
8,079
-27
-0.3% -$1.71K 0.13% 220
2026
Q1 		$536K Buy
+8,106
New +$448K 0.2% 163

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

Legacy Capital Group California's SU Position: Q2 2026 in Review

Legacy Capital Group California reduced its Suncor Energy (SU) stake by 0.33% in Q2 2026, selling an estimated $1.71K and leaving 8,079 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #220.

Legacy Capital Group California first reported a position in SU in Q1 2026 and has held it in 2 quarters since. The position peaked at $536K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Legacy Capital Group California held 8,079 shares of Suncor Energy worth $434K as of Q2 2026.
  • Legacy Capital Group California sold 27 Suncor Energy shares in Q2 2026, an estimated $1.71K.
  • Suncor Energy made up 0.13% of Legacy Capital Group California's portfolio in Q2 2026, its #220 holding.
  • Legacy Capital Group California first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • Legacy Capital Group California's Suncor Energy position peaked at $536K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.