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SimplyRich’s Suncor Energy SU Stock Holding History

SimplyRich’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 		– Sell
-5,997
Closed -$396K – 203
2026
Q1 		$396K Buy
5,997
+77
+1% +$4.26K 0.1% 175
2025
Q4 		$262K Buy
5,920
+870
+17% +$36.8K 0.07% 180
2025
Q3 		$211K Buy
+5,050
New +$203K 0.06% 196

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

SimplyRich's SU Position: Q2 2026 in Review

SimplyRich sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 5,997 shares — an estimated $396K sold.

SimplyRich first reported a position in SU in Q3 2025 and held it in 3 quarters. The position peaked at $396K in Q1 2026. 753 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • SimplyRich reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 5,997 Suncor Energy shares in Q2 2026, an estimated $396K.
  • SimplyRich first reported a position in Suncor Energy in Q3 2025 and held it in 3 quarters.
  • SimplyRich's Suncor Energy position peaked at $396K in Q1 2026.
  • 753 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.