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Ruggaard & Associates’s Suncor Energy SU Stock Holding History

Ruggaard & Associates’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 		$710K Buy
13,235
+140
+1% +$8.87K 0.25% 59
2026
Q1 		$866K Buy
13,095
+569
+5% +$31.4K 0.34% 46
2025
Q4 		$556K Buy
12,526
+981
+8% +$41.5K 0.22% 65
2025
Q3 		$483K Buy
11,545
+200
+2% +$8.02K 0.18% 69
2025
Q2 		$425K Buy
11,345
+15
+0.1% +$542 0.17% 73
2025
Q1 		$439K Buy
11,330
+700
+7% +$26.7K 0.19% 69
2024
Q4 		$379K Buy
10,630
+1,900
+22% +$73.1K 0.17% 76
2024
Q3 		$322K Buy
8,730
+300
+4% +$11.6K 0.14% 92
2024
Q2 		$321K Buy
8,430
+600
+8% +$23.2K 0.15% 88
2024
Q1 		$289K Buy
7,830
+400
+5% +$13.5K 0.14% 93
2023
Q4 		$238K Buy
7,430
+120
+2% +$3.92K 0.13% 101
2023
Q3 		$251K Buy
+7,310
New +$234K 0.15% 92

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

Ruggaard & Associates's SU Position: Q2 2026 in Review

Ruggaard & Associates increased its Suncor Energy (SU) stake by 1.1% in Q2 2026, buying an estimated $8.87K and bringing the position to 13,235 shares worth $710K. The position accounts for 0.25% of the portfolio, ranked #59.

Ruggaard & Associates first reported a position in SU in Q3 2023 and has held it in 12 quarters since. The position peaked at $866K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Ruggaard & Associates held 13,235 shares of Suncor Energy worth $710K as of Q2 2026.
  • Ruggaard & Associates bought 140 Suncor Energy shares in Q2 2026, an estimated $8.87K.
  • Suncor Energy made up 0.25% of Ruggaard & Associates's portfolio in Q2 2026, its #59 holding.
  • Ruggaard & Associates first reported a position in Suncor Energy in Q3 2023 and has held it in 12 quarters since.
  • Ruggaard & Associates's Suncor Energy position peaked at $866K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.