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Strategic Global Advisors’s Suncor Energy SU Stock Holding History

Strategic Global Advisors’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 		$1.86M Buy
28,102
+5,058
+22% +$280K 0.3% 81
2025
Q4 		$1.02M Buy
23,044
+12,470
+118% +$527K 0.16% 113
2025
Q3 		$442K Sell
10,574
-1,020
-9% -$40.9K 0.07% 122
2025
Q2 		$434K Buy
+11,594
New +$419K 0.07% 130

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

Strategic Global Advisors's SU Position: Q1 2026 in Review

Strategic Global Advisors increased its Suncor Energy (SU) stake by 22% in Q1 2026, buying an estimated $280K and bringing the position to 28,102 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #81.

Strategic Global Advisors first reported a position in SU in Q2 2025 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Strategic Global Advisors held 28,102 shares of Suncor Energy worth $1.86M as of Q1 2026.
  • Strategic Global Advisors bought 5,058 Suncor Energy shares in Q1 2026, an estimated $280K.
  • Suncor Energy made up 0.3% of Strategic Global Advisors's portfolio in Q1 2026, its #81 holding.
  • Strategic Global Advisors first reported a position in Suncor Energy in Q2 2025 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.