Regatta Research & Money Management’s Suncor Energy SU Stock Holding History

Regatta Research & Money Management’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	$13.4K	Buy	+250	New	+$15.8K	0.01%	456

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regatta Research & Money Management's SU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Suncor Energy (SU) in Q2 2026: 250 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings.

524 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Regatta Research & Money Management held 250 shares of Suncor Energy worth $13.4K as of Q2 2026.
Suncor Energy was a new Regatta Research & Money Management position in Q2 2026.
Suncor Energy made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #456 holding.
524 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.