Massachusetts Financial Services
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Massachusetts Financial Services’s Suncor Energy SU Stock Holding History

Massachusetts Financial Services’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 		$297M Sell
3,912,966
-4,212,512
-52% -$233M 0.1% 191
2025
Q4 		$360M Sell
8,125,478
-10,696,055
-57% -$452M 0.12% 174
2025
Q3 		$787M Sell
18,821,533
-713,678
-4% -$28.6M 0.24% 108
2025
Q2 		$732M Sell
19,535,211
-1,785,561
-8% -$64.6M 0.23% 115
2025
Q1 		$826M Sell
21,320,772
-1,987,283
-9% -$75.8M 0.27% 99
2024
Q4 		$832M Buy
23,308,055
+209,447
+0.9% +$8.06M 0.26% 107
2024
Q3 		$853M Buy
23,098,608
+50,560
+0.2% +$1.95M 0.25% 111
2024
Q2 		$878M Buy
23,048,048
+366,432
+2% +$14.2M 0.27% 101
2024
Q1 		$837M Buy
22,681,616
+296,800
+1% +$9.99M 0.25% 106
2023
Q4 		$717M Buy
22,384,816
+1,725,969
+8% +$56.4M 0.23% 112
2023
Q3 		$710M Buy
20,658,847
+1,356,470
+7% +$43.5M 0.25% 106
2023
Q2 		$566M Buy
19,302,377
+2,226,165
+13% +$66.6M 0.19% 135
2023
Q1 		$529M Buy
17,076,212
+1,886,902
+12% +$61.4M 0.18% 140
2022
Q4 		$482M Buy
15,189,310
+3,384,241
+29% +$111M 0.17% 141
2022
Q3 		$332M Buy
11,805,069
+748,893
+7% +$23.7M 0.12% 175
2022
Q2 		$387M Sell
11,056,176
-311,587
-3% -$11.3M 0.13% 166
2022
Q1 		$370M Sell
11,367,763
-303,523
-3% -$9.01M 0.11% 181
2021
Q4 		$292M Buy
11,671,286
+673,880
+6% +$16.4M 0.08% 217
2021
Q3 		$234M Buy
10,997,406
+387,380
+4% +$7.75M 0.07% 240
2021
Q2 		$254M Sell
10,610,026
-158,392
-1% -$3.63M 0.07% 224
2021
Q1 		$225M Sell
10,768,418
-3,711,160
-26% -$72.7M 0.07% 239
2020
Q4 		$243M Sell
14,479,578
-20,591,534
-59% -$302M 0.08% 215
2020
Q3 		$429M Sell
35,071,112
-5,568,067
-14% -$87.2M 0.16% 141
2020
Q2 		$685M Buy
40,639,179
+28,002
+0.1% +$479K 0.27% 99
2020
Q1 		$642M Buy
40,611,177
+3,701,728
+10% +$97.1M 0.31% 92
2019
Q4 		$1.21B Buy
36,909,449
+9,754,349
+36% +$304M 0.46% 65
2019
Q3 		$858M Buy
27,155,100
+11,142,227
+70% +$335M 0.34% 85
2019
Q2 		$499M Sell
16,012,873
-2,748,434
-15% -$87.9M 0.2% 118
2019
Q1 		$608M Sell
18,761,307
-248,184
-1% -$8.08M 0.26% 103
2018
Q4 		$532M Buy
19,009,491
+116,051
+0.6% +$3.86M 0.26% 102
2018
Q3 		$731M Sell
18,893,440
-875,644
-4% -$35.4M 0.3% 93
2018
Q2 		$804M Sell
19,769,084
-1,753,317
-8% -$68.3M 0.34% 81
2018
Q1 		$743M Sell
21,522,401
-370,145
-2% -$12.9M 0.32% 90
2017
Q4 		$804M Buy
21,892,546
+417,313
+2% +$14.5M 0.34% 81
2017
Q3 		$752M Buy
21,475,233
+651,288
+3% +$20.8M 0.33% 87
2017
Q2 		$608M Buy
20,823,945
+1,208,539
+6% +$37.2M 0.27% 102
2017
Q1 		$603M Sell
19,615,406
-318,225
-2% -$10M 0.28% 102
2016
Q4 		$652M Buy
19,933,631
+1,082,976
+6% +$33.2M 0.32% 91
2016
Q3 		$524M Buy
18,850,655
+247,864
+1% +$6.77M 0.26% 108
2016
Q2 		$516M Buy
18,602,791
+813,846
+5% +$22.3M 0.26% 111
2016
Q1 		$495M Buy
17,788,945
+2,311,247
+15% +$55.9M 0.26% 109
2015
Q4 		$399M Buy
15,477,698
+253,704
+2% +$7M 0.21% 129
2015
Q3 		$407M Buy
15,223,994
+1,439,524
+10% +$38.6M 0.23% 113
2015
Q2 		$379M Buy
13,784,470
+2,355,243
+21% +$71.2M 0.19% 127
2015
Q1 		$334M Buy
11,429,227
+1,516,453
+15% +$45.1M 0.17% 131
2014
Q4 		$315M Sell
9,912,774
-215,877
-2% -$7.14M 0.16% 143
2014
Q3 		$366M Sell
10,128,651
-218,138
-2% -$8.76M 0.19% 120
2014
Q2 		$441M Sell
10,346,789
-424,531
-4% -$16.5M 0.23% 103
2014
Q1 		$377M Sell
10,771,320
-268,688
-2% -$8.95M 0.21% 109
2013
Q4 		$387M Buy
11,040,008
+116,284
+1% +$4.09M 0.22% 98
2013
Q3 		$391M Sell
10,923,724
-373,110
-3% -$12.4M 0.24% 91
2013
Q2 		$333M Buy
+11,296,834
New +$340M 0.23% 96

Other funds holding SU

Royal Bank of Canada
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services's SU Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Suncor Energy (SU) stake by 52% in Q1 2026, selling an estimated $233M and leaving 3,912,966 shares worth $297M. The position accounts for 0.1% of the portfolio, ranked #191.

Massachusetts Financial Services first reported a position in SU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.21B in Q4 2019. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Massachusetts Financial Services held 3,912,966 shares of Suncor Energy worth $297M as of Q1 2026.
  • Massachusetts Financial Services sold 4,212,512 Suncor Energy shares in Q1 2026, an estimated $233M.
  • Suncor Energy made up 0.1% of Massachusetts Financial Services's portfolio in Q1 2026, its #191 holding.
  • Massachusetts Financial Services first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's Suncor Energy position peaked at $1.21B in Q4 2019.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.