Westwood Holdings Group
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Westwood Holdings Group’s Suncor Energy SU Stock Holding History

Westwood Holdings 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
2026
Q2 		$683K Sell
12,698
-2,236
-15% -$142K 0.01% 406
2026
Q1 		$985K Buy
+14,934
New +$825K 0.01% 352

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Vanguard Capital Management
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Elliott Investment Management
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

Westwood Holdings Group's SU Position: Q2 2026 in Review

Westwood Holdings Group reduced its Suncor Energy (SU) stake by 15% in Q2 2026, selling an estimated $142K and leaving 12,698 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #406.

Westwood Holdings Group first reported a position in SU in Q1 2026 and has held it in 2 quarters since. The position peaked at $985K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Westwood Holdings Group held 12,698 shares of Suncor Energy worth $683K as of Q2 2026.
  • Westwood Holdings Group sold 2,236 Suncor Energy shares in Q2 2026, an estimated $142K.
  • Suncor Energy made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #406 holding.
  • Westwood Holdings Group first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • Westwood Holdings Group's Suncor Energy position peaked at $985K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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