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Locust Wood Capital Advisers’s Suncor Energy SU Stock Holding History

Locust Wood Capital Advisers’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
2021
Q4 		– Sell
-118,000
Closed -$2.45M – 55
2021
Q3 		$2.45M Buy
+118,000
New +$2.36M 0.13% 43

Other funds holding SU

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Locust Wood Capital Advisers's SU Position: Q2 2026 in Review

Locust Wood Capital Advisers reduced its Suncor Energy (SU) stake by 0.84% in Q2 2026, selling an estimated $473K and leaving 881,307 shares worth $47.3M. The position accounts for 1.14% of the portfolio, ranked #27.

Locust Wood Capital Advisers first reported a position in SU in Q4 2015 and has held it in 43 quarters since. The position peaked at $128M in Q2 2024. 509 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Locust Wood Capital Advisers held 881,307 shares of Suncor Energy worth $47.3M as of Q2 2026.
  • Locust Wood Capital Advisers sold 7,474 Suncor Energy shares in Q2 2026, an estimated $473K.
  • Suncor Energy made up 1.14% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #27 holding.
  • Locust Wood Capital Advisers first reported a position in Suncor Energy in Q4 2015 and has held it in 43 quarters since.
  • Locust Wood Capital Advisers's Suncor Energy position peaked at $128M in Q2 2024.
  • 509 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.