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 Q2	–	Sell	-4,169	Closed	-$276K	–	914
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 $672B AUM 33.48% 1-Year Est. Return

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

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Moneta Group Investment Advisors's SU Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 4,169 shares — an estimated $276K sold.

Moneta Group Investment Advisors first reported a position in SU in Q3 2013 and held it in 7 quarters. The position peaked at $276K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Moneta Group Investment Advisors reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 4,169 Suncor Energy shares in Q2 2026, an estimated $276K.
Moneta Group Investment Advisors first reported a position in Suncor Energy in Q3 2013 and held it in 7 quarters.
Moneta Group Investment Advisors's Suncor Energy position peaked at $276K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.