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Tortoise Capital Advisors’s Suncor Energy SU Stock Holding History

Tortoise Capital Advisors’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
2024
Q4 		– Sell
-40,528
Closed -$1.5M – 75
2024
Q3 		$1.5M Hold
40,528
– – 0.02% 75
2024
Q2 		$1.54M Hold
40,528
– – 0.02% 72
2024
Q1 		$1.5M Hold
40,528
– – 0.02% 74
2023
Q4 		$1.3M Hold
40,528
– – 0.02% 76
2023
Q3 		$1.39M Hold
40,528
– – 0.02% 72
2023
Q2 		$1.19M Hold
40,528
– – 0.02% 80
2023
Q1 		$1.26M Hold
40,528
– – 0.02% 81
2022
Q4 		$1.29M Hold
40,528
– – 0.02% 81
2022
Q3 		$1.14M Hold
40,528
– – 0.02% 84
2022
Q2 		$1.42M Hold
40,528
– – 0.02% 82
2022
Q1 		$1.32M Buy
+40,528
New +$1.2M 0.02% 85
2016
Q2 		– Sell
-318,929
Closed -$8.87M – 169
2016
Q1 		$8.87M Sell
318,929
-37,253
-10% -$901K 0.07% 53
2015
Q4 		$9.19M Sell
356,182
-13,062
-4% -$361K 0.08% 60
2015
Q3 		$9.87M Sell
369,244
-8,568
-2% -$230K 0.08% 58
2015
Q2 		$10.4M Sell
377,812
-132,644
-26% -$4.01M 0.06% 61
2015
Q1 		$14.9M Buy
510,456
+1,871
+0.4% +$55.6K 0.09% 55
2014
Q4 		$16.2M Buy
508,585
+122,806
+32% +$4.06M 0.1% 56
2014
Q3 		$13.9M Buy
385,779
+78,406
+26% +$3.15M 0.08% 58
2014
Q2 		$13.1M Sell
307,373
-8,778
-3% -$342K 0.07% 64
2014
Q1 		$11.1M Buy
316,151
+465
+0.1% +$15.5K 0.07% 67
2013
Q4 		$11.1M Sell
315,686
-51,140
-14% -$1.8M 0.08% 66
2013
Q3 		$13.1M Buy
366,826
+178,611
+95% +$5.94M 0.1% 65
2013
Q2 		$5.55M Buy
+188,215
New +$5.67M 0.05% 79

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Tortoise Capital Advisors's SU Position: Q4 2024 in Review

Tortoise Capital Advisors sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 40,528 shares — an estimated $1.5M sold.

Tortoise Capital Advisors first reported a position in SU in Q2 2013 and held it in 23 quarters. The position peaked at $16.2M in Q4 2014. 654 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Tortoise Capital Advisors reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Tortoise Capital Advisors sold 40,528 Suncor Energy shares in Q4 2024, an estimated $1.5M.
  • Tortoise Capital Advisors first reported a position in Suncor Energy in Q2 2013 and held it in 23 quarters.
  • Tortoise Capital Advisors's Suncor Energy position peaked at $16.2M in Q4 2014.
  • 654 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Tortoise Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.