Savant Capital’s Suncor Energy SU Stock Holding History

Savant Capital’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	$1.28M	Buy	19,414 +2,101	+12%	+$116K	0.01%	542
2025 Q4	$768K	Buy	17,313 +3,677	+27%	+$155K	﹤0.01%	664
2025 Q3	$570K	Buy	13,636 +1,062	+8%	+$42.6K	﹤0.01%	753
2025 Q2	$471K	Buy	12,574 +4,676	+59%	+$169K	﹤0.01%	768
2025 Q1	$306K	Sell	7,898 -856	-10%	-$32.7K	﹤0.01%	836
2024 Q4	$312K	Buy	8,754 +1,900	+28%	+$73.1K	﹤0.01%	1092
2024 Q3	$253K	Buy	+6,854	New	+$265K	﹤0.01%	1163

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Savant Capital's SU Position: Q1 2026 in Review

Savant Capital increased its Suncor Energy (SU) stake by 12% in Q1 2026, buying an estimated $116K and bringing the position to 19,414 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #542.

Savant Capital first reported a position in SU in Q3 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Savant Capital held 19,414 shares of Suncor Energy worth $1.28M as of Q1 2026.
Savant Capital bought 2,101 Suncor Energy shares in Q1 2026, an estimated $116K.
Suncor Energy made up 0.01% of Savant Capital's portfolio in Q1 2026, its #542 holding.
Savant Capital first reported a position in Suncor Energy in Q3 2024 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.