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SU icon

PDS Planning’s Suncor Energy SU Stock Holding History

PDS Planning’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 		$356K Sell
6,627
-7
-0.1% -$443 0.02% 379
2026
Q1 		$439K Sell
6,634
-1
-0% -$55 0.03% 297
2025
Q4 		$294K Buy
6,635
+73
+1% +$3.08K 0.02% 391
2025
Q3 		$274K Buy
6,562
+20
+0.3% +$802 0.02% 407
2025
Q2 		$245K Buy
6,542
+1,053
+19% +$38.1K 0.02% 414
2025
Q1 		$213K Buy
+5,489
New +$209K 0.02% 417

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

PDS Planning's SU Position: Q2 2026 in Review

PDS Planning reduced its Suncor Energy (SU) stake by 0.11% in Q2 2026, selling an estimated $443 and leaving 6,627 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #379.

PDS Planning first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $439K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • PDS Planning held 6,627 shares of Suncor Energy worth $356K as of Q2 2026.
  • PDS Planning sold 7 Suncor Energy shares in Q2 2026, an estimated $443.
  • Suncor Energy made up 0.02% of PDS Planning's portfolio in Q2 2026, its #379 holding.
  • PDS Planning first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Suncor Energy position peaked at $439K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.