SCP Investment’s Suncor Energy SU Stock Holding History

SCP Investment’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	–	Sell	-32,600	Closed	-$1.45M	–	57
2025 Q4	$1.45M	Sell	32,600 -13,200	-29%	-$558K	1.18%	19
2025 Q3	$1.91M	Buy	+45,800	New	+$1.84M	1.54%	10
2025 Q2	–	Sell	-11,800	Closed	-$457K	–	58
2025 Q1	$457K	Sell	11,800 -13,000	-52%	-$496K	0.39%	35
2024 Q4	$885K	Buy	24,800 +6,000	+32%	+$231K	0.68%	20
2024 Q3	$694K	Hold	18,800	–	–	0.5%	21
2024 Q2	$716K	Buy	+18,800	New	+$726K	0.46%	24
2023 Q2	–	Sell	-8,800	Closed	-$273K	–	42
2023 Q1	$273K	Buy	+8,800	New	+$286K	0.26%	22
2022 Q3	–	Sell	-7,600	Closed	-$267K	–	35
2022 Q2	$267K	Buy	+7,600	New	+$277K	0.25%	17
2020 Q3	–	Sell	-10,000	Closed	-$169K	–	38
2020 Q2	$169K	Buy	+10,000	New	+$171K	0.1%	18

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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 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