Wellington Management Group
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Wellington Management Group’s Suncor Energy SU Stock Holding History

Wellington Management Group’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
2025
Q2 		– Sell
-5,505
Closed -$504K – 2047
2025
Q1 		$504K Buy
5,505
+80
+1% +$3.05K ﹤0.01% 1821
2024
Q4 		$914K Hold
5,425
– – ﹤0.01% 1732
2024
Q3 		$1.06M Buy
+5,425
New +$209K ﹤0.01% 1699

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 Management Group's SU Position: Q2 2026 in Review

Wellington Management Group increased its Suncor Energy (SU) stake by 40% in Q2 2026, buying an estimated $18.9M and bringing the position to 1,052,991 shares worth $56.6M. The position accounts for 0.01% of the portfolio, ranked #719.

Wellington Management Group first reported a position in SU in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.94B in Q2 2018. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Wellington Management Group held 1,052,991 shares of Suncor Energy worth $56.6M as of Q2 2026.
  • Wellington Management Group bought 298,628 Suncor Energy shares in Q2 2026, an estimated $18.9M.
  • Suncor Energy made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #719 holding.
  • Wellington Management Group first reported a position in Suncor Energy in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Suncor Energy position peaked at $2.94B in Q2 2018.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.