Washington Trust Advisors’s Suncor Energy SU Stock Holding History

Washington Trust 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
2026 Q2	$188K	Sell	3,496 -60	-2%	-$3.8K	0.01%	234
2026 Q1	$235K	Hold	3,556	–	–	0.02%	206
2025 Q4	$158K	Hold	3,556	–	–	0.01%	243
2025 Q3	$149K	Sell	3,556 -1,530	-30%	-$61.4K	0.01%	247
2025 Q2	$190K	Sell	5,086 -1,475	-22%	-$53.3K	0.02%	205
2025 Q1	$254K	Sell	6,561 -800	-11%	-$30.5K	0.02%	176
2024 Q4	$263K	Hold	7,361	–	–	0.02%	173
2024 Q3	$272K	Sell	7,361 -144	-2%	-$5.56K	0.02%	176
2024 Q2	$286K	Hold	7,505	–	–	0.03%	163
2024 Q1	$277K	Hold	7,505	–	–	0.03%	164
2023 Q4	$240K	Hold	7,505	–	–	0.02%	175
2023 Q3	$258K	Sell	7,505 -100	-1%	-$3.21K	0.03%	158
2023 Q2	$223K	Sell	7,605 -1,013	-12%	-$30.3K	0.02%	175
2023 Q1	$268K	Hold	8,618	–	–	0.03%	157
2022 Q4	$273K	Sell	8,618 -1,409	-14%	-$46.3K	0.03%	154
2022 Q3	$283K	Hold	10,027	–	–	0.03%	169
2022 Q2	$352K	Sell	10,027 -373	-4%	-$13.6K	0.03%	153
2022 Q1	$339K	Sell	10,400 -2,212	-18%	-$65.7K	0.02%	183
2021 Q4	$315K	Buy	+12,612	New	+$307K	0.02%	204

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

Washington Trust Advisors's SU Position: Q2 2026 in Review

Washington Trust Advisors reduced its Suncor Energy (SU) stake by 1.7% in Q2 2026, selling an estimated $3.8K and leaving 3,496 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #234.

Washington Trust Advisors first reported a position in SU in Q4 2021 and has held it in 19 quarters since. The position peaked at $352K in Q2 2022. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Washington Trust Advisors held 3,496 shares of Suncor Energy worth $188K as of Q2 2026.
Washington Trust Advisors sold 60 Suncor Energy shares in Q2 2026, an estimated $3.8K.
Suncor Energy made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #234 holding.
Washington Trust Advisors first reported a position in Suncor Energy in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Suncor Energy position peaked at $352K in Q2 2022.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.