Optima Capital’s Suncor Energy SU Stock Holding History

Optima Capital’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	–	Sell	-77	Closed	-$3.42K	–	1150
2025 Q4	$3.42K	Buy	+77	New	+$3.25K	﹤0.01%	674

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

Optima Capital's SU Position: Q1 2026 in Review

Optima Capital sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 77 shares — an estimated $3.42K sold.

Optima Capital first reported a position in SU in Q4 2025 and held it in 1 quarter. The position peaked at $3.42K in Q4 2025. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Optima Capital reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 77 Suncor Energy shares in Q1 2026, an estimated $3.42K.
Optima Capital first reported a position in Suncor Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Suncor Energy position peaked at $3.42K in Q4 2025.
749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.