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Summit Global Investments’s Suncor Energy SU Stock Holding History

Summit Global Investments’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 		$321K Sell
4,856
-199
-4% -$11K 0.02% 404
2025
Q4 		$224K Buy
+5,055
New +$214K 0.01% 453
2025
Q1 		– Sell
-66,869
Closed -$2.39M – 572
2024
Q4 		$2.39M Buy
+66,869
New +$2.57M 0.15% 117

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

Summit Global Investments's SU Position: Q1 2026 in Review

Summit Global Investments reduced its Suncor Energy (SU) stake by 3.9% in Q1 2026, selling an estimated $11K and leaving 4,856 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #404.

Summit Global Investments first reported a position in SU in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.39M in Q4 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Summit Global Investments held 4,856 shares of Suncor Energy worth $321K as of Q1 2026.
  • Summit Global Investments sold 199 Suncor Energy shares in Q1 2026, an estimated $11K.
  • Suncor Energy made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #404 holding.
  • Summit Global Investments first reported a position in Suncor Energy in Q4 2024 and has held it in 3 quarters since.
  • Summit Global Investments's Suncor Energy position peaked at $2.39M in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.