Principal Securities’s Suncor Energy SU Stock Holding History

Principal Securities’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	$1.51M	Buy	28,072 +8,587	+44%	+$544K	0.02%	646
2026 Q1	$1.29M	Sell	19,485 -9,360	-32%	-$517K	0.02%	644
2025 Q4	$1.28M	Buy	28,845 +10,241	+55%	+$433K	0.02%	628
2025 Q3	$778K	Buy	18,604 +1,091	+6%	+$43.8K	0.01%	748
2025 Q2	$656K	Buy	17,513 +5,090	+41%	+$184K	0.01%	752
2025 Q1	$443K	Hold	12,423	–	–	0.01%	822
2024 Q4	$443K	Buy	12,423 +265	+2%	+$10.2K	0.01%	819
2024 Q3	$449K	Sell	12,158 -5,742	-32%	-$222K	0.01%	795
2024 Q2	$682K	Buy	17,900 +7,012	+64%	+$271K	0.02%	597
2024 Q1	$402K	Sell	10,888 -7,536	-41%	-$254K	0.01%	758
2023 Q4	$590K	Buy	+18,424	New	+$602K	0.02%	545

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

Principal Securities's SU Position: Q2 2026 in Review

Principal Securities increased its Suncor Energy (SU) stake by 44% in Q2 2026, buying an estimated $544K and bringing the position to 28,072 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #646.

Principal Securities first reported a position in SU in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Principal Securities held 28,072 shares of Suncor Energy worth $1.51M as of Q2 2026.
Principal Securities bought 8,587 Suncor Energy shares in Q2 2026, an estimated $544K.
Suncor Energy made up 0.02% of Principal Securities's portfolio in Q2 2026, its #646 holding.
Principal Securities first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.