Swiss Life Asset Management’s Suncor Energy SU Stock Holding History

Swiss Life Asset Management’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	$6.85M	Sell	127,558 -1,023	-0.8%	-$64.8K	0.03%	397
2026 Q1	$8.5M	Sell	128,581 -101,583	-44%	-$5.61M	0.04%	306
2025 Q4	$10.2M	Buy	230,164 +128,972	+127%	+$5.45M	0.05%	263
2025 Q3	$4.24M	Buy	101,192 +26,252	+35%	+$1.05M	0.02%	434
2025 Q2	$2.81M	Buy	74,940 +13,389	+22%	+$484K	0.02%	498
2025 Q1	$2.38M	Buy	61,551 +11,329	+23%	+$432K	0.02%	467
2024 Q4	$1.79M	Buy	+50,222	New	+$1.93M	0.01%	487
2023 Q4	–	Sell	-17,565	Closed	-$606K	–	657
2023 Q3	$606K	Hold	17,565	–	–	0.01%	570
2023 Q2	$516K	Buy	17,565 +9,427	+116%	+$282K	0.01%	566
2023 Q1	$252K	Hold	8,138	–	–	﹤0.01%	593
2022 Q4	$259K	Buy	+8,138	New	+$267K	﹤0.01%	576
2022 Q2	–	Sell	-38,482	Closed	-$1.25M	–	663
2022 Q1	$1.25M	Buy	+38,482	New	+$1.14M	0.02%	455
2021 Q1	–	Sell	-11,411	Closed	-$191K	–	530
2020 Q4	$191K	Buy	+11,411	New	+$168K	﹤0.01%	496
2019 Q4	–	Sell	-45,745	Closed	-$1.44M	–	528
2019 Q3	$1.44M	Buy	+45,745	New	+$1.38M	0.02%	377

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

Swiss Life Asset Management's SU Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Suncor Energy (SU) stake by 0.8% in Q2 2026, selling an estimated $64.8K and leaving 127,558 shares worth $6.85M. The position accounts for 0.03% of the portfolio, ranked #397.

Swiss Life Asset Management first reported a position in SU in Q3 2019 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2025. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Swiss Life Asset Management held 127,558 shares of Suncor Energy worth $6.85M as of Q2 2026.
Swiss Life Asset Management sold 1,023 Suncor Energy shares in Q2 2026, an estimated $64.8K.
Suncor Energy made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #397 holding.
Swiss Life Asset Management first reported a position in Suncor Energy in Q3 2019 and has held it in 14 quarters since.
Swiss Life Asset Management's Suncor Energy position peaked at $10.2M in Q4 2025.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.