Moneta Group Investment Advisors’s Suncor Energy SU Stock Holding History

Moneta Group Investment Advisors’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	$276K	Buy	+4,169	New	+$230K	﹤0.01%	653
2015 Q4	–	Sell	-750	Closed	-$20K	–	377
2015 Q3	$20K	Buy	+750	New	+$20.1K	0.01%	328
2014 Q4	–	Sell	-6,000	Closed	-$217K	–	145
2014 Q3	$217K	Hold	6,000	–	–	0.11%	129
2014 Q2	$256K	Hold	6,000	–	–	0.14%	115
2014 Q1	$210K	Hold	6,000	–	–	0.12%	119
2013 Q4	$210K	Hold	6,000	–	–	0.13%	122
2013 Q3	$215K	Buy	+6,000	New	+$200K	0.14%	109

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Moneta Group Investment Advisors's SU Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 4,169 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in SU as recently as Q3 2015.

Moneta Group Investment Advisors first reported a position in SU in Q3 2013 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Moneta Group Investment Advisors held 4,169 shares of Suncor Energy worth $276K as of Q1 2026.
Suncor Energy was a new Moneta Group Investment Advisors position in Q1 2026.
Suncor Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #653 holding.
Moneta Group Investment Advisors first reported a position in Suncor Energy in Q3 2013 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.