Tacita Capital’s Suncor Energy SU Stock Holding History

Tacita 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	$770K	Sell	14,349 -1,443	-9%	-$91.4K	0.42%	49
2026 Q1	$1.04M	Buy	15,792 +13,252	+522%	+$732K	0.62%	44
2025 Q4	$113K	Hold	2,540	–	–	0.07%	102
2025 Q3	$106K	Sell	2,540 -3,311	-57%	-$133K	0.06%	99
2025 Q2	$219K	Hold	5,851	–	–	0.14%	79
2025 Q1	$227K	Hold	5,851	–	–	0.16%	74
2024 Q4	$208K	Sell	5,851 -681	-10%	-$26.2K	0.15%	76
2024 Q3	$241K	Buy	6,532 +1,554	+31%	+$60K	0.16%	76
2024 Q2	$190K	Buy	4,978 +3,083	+163%	+$119K	0.13%	83
2024 Q1	$70K	Sell	1,895 -216	-10%	-$7.27K	0.05%	123
2023 Q4	$67.8K	Buy	2,111 +495	+31%	+$16.2K	0.05%	121
2023 Q3	$55.7K	Buy	1,616 +916	+131%	+$29.4K	0.04%	138
2023 Q2	$21K	Hold	700	–	–	0.02%	166
2023 Q1	$22K	Hold	700	–	–	0.02%	161
2022 Q4	$22K	Hold	700	–	–	0.02%	165
2022 Q3	$20K	Hold	700	–	–	0.02%	163
2022 Q2	$25K	Hold	700	–	–	0.02%	163
2022 Q1	$23K	Hold	700	–	–	0.01%	175
2021 Q4	$18K	Hold	700	–	–	0.01%	173
2021 Q3	$14K	Hold	700	–	–	0.01%	169
2021 Q2	$17K	Sell	700 -3,792	-84%	-$87K	0.01%	171
2021 Q1	$94K	Hold	4,492	–	–	0.06%	114
2020 Q4	$75K	Buy	+4,492	New	+$66K	0.05%	120

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

Tacita Capital's SU Position: Q2 2026 in Review

Tacita Capital reduced its Suncor Energy (SU) stake by 9.1% in Q2 2026, selling an estimated $91.4K and leaving 14,349 shares worth $770K. The position accounts for 0.42% of the portfolio, ranked #49.

Tacita Capital first reported a position in SU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Tacita Capital held 14,349 shares of Suncor Energy worth $770K as of Q2 2026.
Tacita Capital sold 1,443 Suncor Energy shares in Q2 2026, an estimated $91.4K.
Suncor Energy made up 0.42% of Tacita Capital's portfolio in Q2 2026, its #49 holding.
Tacita Capital first reported a position in Suncor Energy in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's Suncor Energy position peaked at $1.04M in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.