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Wellington-Altus USA’s Suncor Energy SU Stock Holding History

Wellington-Altus USA’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 		$313K Buy
4,373
+915
+26% +$57.9K 0.22% 90
2026
Q1 		$206K Sell
3,458
-852
-20% -$47.1K 0.12% 150
2025
Q4 		$204K Buy
+4,310
New +$182K 0.15% 116

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wellington-Altus USA's SU Position: Q2 2026 in Review

Wellington-Altus USA increased its Suncor Energy (SU) stake by 26% in Q2 2026, buying an estimated $57.9K and bringing the position to 4,373 shares worth $313K. The position accounts for 0.22% of the portfolio, ranked #90.

Wellington-Altus USA first reported a position in SU in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Wellington-Altus USA held 4,373 shares of Suncor Energy worth $313K as of Q2 2026.
  • Wellington-Altus USA bought 915 Suncor Energy shares in Q2 2026, an estimated $57.9K.
  • Suncor Energy made up 0.22% of Wellington-Altus USA's portfolio in Q2 2026, its #90 holding.
  • Wellington-Altus USA first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.