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Recurrent Investment Advisors’s Suncor Energy SU Stock Holding History

Recurrent 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 		$62.7M Sell
1,145,921
-369,240
-24% -$23.4M 3.89% 12
2026
Q1 		$102M Sell
1,515,161
-245,227
-14% -$13.6M 6.14% 5
2025
Q4 		$79.2M Sell
1,760,388
-27,287
-2% -$1.15M 5.85% 6
2025
Q3 		$75.8M Sell
1,787,675
-3,756
-0.2% -$151K 5.81% 5
2025
Q2 		$68M Buy
1,791,431
+3,940
+0.2% +$142K 5.5% 7
2025
Q1 		$70.3M Buy
1,787,491
+67,635
+4% +$2.58M 5.96% 6
2024
Q4 		$62.3M Buy
1,719,856
+64,454
+4% +$2.48M 5.72% 6
2024
Q3 		$62M Buy
1,655,402
+192,488
+13% +$7.43M 6.16% 5
2024
Q2 		$56.7M Buy
1,462,914
+27,426
+2% +$1.06M 5.97% 5
2024
Q1 		$53.9M Buy
1,435,488
+339,227
+31% +$11.4M 6.25% 4
2023
Q4 		$35.1M Sell
1,096,261
-32,320
-3% -$1.06M 5.15% 9
2023
Q3 		$39.9M Buy
1,128,581
+79,162
+8% +$2.54M 5.86% 4
2023
Q2 		$31.6M Buy
1,049,419
+244,970
+30% +$7.33M 5.35% 5
2023
Q1 		$25M Buy
804,449
+61,469
+8% +$2M 4.94% 12
2022
Q4 		$23.6M Buy
742,980
+134,650
+22% +$4.43M 5.03% 12
2022
Q3 		$17.1M Buy
608,330
+147,331
+32% +$4.65M 4.62% 13
2022
Q2 		$16.2M Buy
460,999
+28,000
+6% +$1.02M 4.9% 11
2022
Q1 		$14.1M Sell
432,999
-44,131
-9% -$1.31M 4.48% 12
2021
Q4 		$11.9M Buy
477,130
+18,768
+4% +$457K 4.82% 10
2021
Q3 		$9.51M Buy
458,362
+111,546
+32% +$2.23M 4.17% 12
2021
Q2 		$8.31M Buy
346,816
+66,225
+24% +$1.52M 4.19% 12
2021
Q1 		$5.86M Buy
280,591
+99,706
+55% +$1.95M 3.71% 12
2020
Q4 		$3.04M Buy
180,885
+44,282
+32% +$650K 2.25% 18
2020
Q3 		$1.67M Buy
136,603
+12,651
+10% +$198K 1.78% 20
2020
Q2 		$2.09M Buy
+123,952
New +$2.12M 1.97% 19

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

Recurrent Investment Advisors's SU Position: Q2 2026 in Review

Recurrent Investment Advisors reduced its Suncor Energy (SU) stake by 24% in Q2 2026, selling an estimated $23.4M and leaving 1,145,921 shares worth $62.7M. The position accounts for 3.89% of the portfolio, ranked #12.

Recurrent Investment Advisors first reported a position in SU in Q2 2020 and has held it in 25 quarters since. The position peaked at $102M in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Recurrent Investment Advisors held 1,145,921 shares of Suncor Energy worth $62.7M as of Q2 2026.
  • Recurrent Investment Advisors sold 369,240 Suncor Energy shares in Q2 2026, an estimated $23.4M.
  • Suncor Energy made up 3.89% of Recurrent Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Recurrent Investment Advisors first reported a position in Suncor Energy in Q2 2020 and has held it in 25 quarters since.
  • Recurrent Investment Advisors's Suncor Energy position peaked at $102M in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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