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 Q2	$281K	Buy	5,229 +373	+8%	+$23.6K	0.02%	462
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Global Investments's SU Position: Q2 2026 in Review

Summit Global Investments increased its Suncor Energy (SU) stake by 7.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 5,229 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #462.

Summit Global Investments first reported a position in SU in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.39M in Q4 2024. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Summit Global Investments held 5,229 shares of Suncor Energy worth $281K as of Q2 2026.
Summit Global Investments bought 373 Suncor Energy shares in Q2 2026, an estimated $23.6K.
Suncor Energy made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #462 holding.
Summit Global Investments first reported a position in Suncor Energy in Q4 2024 and has held it in 4 quarters since.
Summit Global Investments's Suncor Energy position peaked at $2.39M in Q4 2024.
756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.