Swan Capital’s Suncor Energy SU Stock Holding History

Swan Capital’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	$12.9K	Sell	240 -160	-40%	-$10.1K	﹤0.01%	178
2026 Q1	$26.4K	Hold	400	–	–	0.01%	103
2025 Q4	$17.7K	Hold	400	–	–	0.01%	134
2025 Q3	$16.7K	Hold	400	–	–	0.01%	131
2025 Q2	$15K	Hold	400	–	–	0.01%	135
2025 Q1	$15.5K	Hold	400	–	–	0.01%	114
2024 Q4	$14.3K	Hold	400	–	–	0.01%	115
2024 Q3	$14.8K	Hold	400	–	–	0.01%	122
2024 Q2	$15.2K	Buy	+400	New	+$15.5K	0.01%	112

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

Swan Capital's SU Position: Q2 2026 in Review

Swan Capital reduced its Suncor Energy (SU) stake by 40% in Q2 2026, selling an estimated $10.1K and leaving 240 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Swan Capital first reported a position in SU in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.4K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Swan Capital held 240 shares of Suncor Energy worth $12.9K as of Q2 2026.
Swan Capital sold 160 Suncor Energy shares in Q2 2026, an estimated $10.1K.
Suncor Energy made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #178 holding.
Swan Capital first reported a position in Suncor Energy in Q2 2024 and has held it in 9 quarters since.
Swan Capital's Suncor Energy position peaked at $26.4K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.