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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
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 $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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ruggaard & Associates's SU Position: Q1 2026 in Review

Ruggaard & Associates increased its Suncor Energy (SU) stake by 4.5% in Q1 2026, buying an estimated $31.4K and bringing the position to 13,095 shares worth $866K. The position accounts for 0.34% of the portfolio, ranked #46.

Ruggaard & Associates first reported a position in SU in Q3 2023 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Ruggaard & Associates held 13,095 shares of Suncor Energy worth $866K as of Q1 2026.
  • Ruggaard & Associates bought 569 Suncor Energy shares in Q1 2026, an estimated $31.4K.
  • Suncor Energy made up 0.34% of Ruggaard & Associates's portfolio in Q1 2026, its #46 holding.
  • Ruggaard & Associates first reported a position in Suncor Energy in Q3 2023 and has held it in 11 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.