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 $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group's SU Position: Q1 2026 in Review

Wellington Management Group increased its Suncor Energy (SU) stake by 97% in Q1 2026, buying an estimated $20.5M and bringing the position to 754,363 shares worth $49.7M. The position accounts for 0.01% of the portfolio, ranked #726.

Wellington Management Group first reported a position in SU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94B in Q2 2018. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Wellington Management Group held 754,363 shares of Suncor Energy worth $49.7M as of Q1 2026.
  • Wellington Management Group bought 371,699 Suncor Energy shares in Q1 2026, an estimated $20.5M.
  • Suncor Energy made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #726 holding.
  • Wellington Management Group first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Suncor Energy position peaked at $2.94B in Q2 2018.
  • 749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.