X-Square Capital’s Suncor Energy SU Stock Holding History

X-Square Capital’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	$6.16M	Buy	114,749 +26,735	+30%	+$1.69M	1.56%	10
2026 Q1	$5.82M	Buy	88,014 +5,074	+6%	+$280K	1.96%	8
2025 Q4	$3.68M	Sell	82,940 -2,611	-3%	-$110K	1.21%	23
2025 Q3	$3.58M	Buy	85,551 +1,109	+1%	+$44.5K	1.12%	24
2025 Q2	$3.16M	Buy	84,442 +125	+0.1%	+$4.52K	1.14%	25
2025 Q1	$3.27M	Buy	84,317 +1,597	+2%	+$60.9K	1.4%	17
2024 Q4	$2.95M	Buy	82,720 +267	+0.3%	+$10.3K	1.21%	27
2024 Q3	$3.04M	Buy	82,453 +2,789	+4%	+$108K	1.34%	24
2024 Q2	$3.04M	Buy	79,664 +388	+0.5%	+$15K	1.41%	19
2024 Q1	$2.94M	Buy	79,276 +43,469	+121%	+$1.46M	1.39%	20
2023 Q4	$1.15M	Sell	35,807 -276	-0.8%	-$9.01K	0.63%	53
2023 Q3	$1.06M	Hold	36,083	–	–	0.71%	51
2023 Q2	$1.06M	Buy	36,083 +138	+0.4%	+$4.13K	0.71%	51
2023 Q1	$1.12M	Sell	35,945 -13,011	-27%	-$423K	0.66%	55
2022 Q4	$1.55M	Buy	48,956 +447	+0.9%	+$14.7K	0.88%	40
2022 Q3	$1.37M	Buy	48,509 +607	+1%	+$19.2K	0.87%	41
2022 Q2	$1.68M	Buy	47,902 +1,030	+2%	+$37.5K	1.01%	35
2022 Q1	$1.53M	Buy	46,872 +1,655	+4%	+$49.1K	0.79%	50
2021 Q4	$1.13M	Buy	45,217 +2,111	+5%	+$51.4K	0.57%	63
2021 Q3	$910K	Buy	43,106 +5,233	+14%	+$105K	0.47%	69
2021 Q2	$903K	Buy	+37,873	New	+$869K	0.43%	71

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

X-Square Capital's SU Position: Q2 2026 in Review

X-Square Capital increased its Suncor Energy (SU) stake by 30% in Q2 2026, buying an estimated $1.69M and bringing the position to 114,749 shares worth $6.16M. The position accounts for 1.56% of the portfolio, ranked #10.

X-Square Capital first reported a position in SU in Q2 2021 and has held it in 21 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

X-Square Capital held 114,749 shares of Suncor Energy worth $6.16M as of Q2 2026.
X-Square Capital bought 26,735 Suncor Energy shares in Q2 2026, an estimated $1.69M.
Suncor Energy made up 1.56% of X-Square Capital's portfolio in Q2 2026, its #10 holding.
X-Square Capital first reported a position in Suncor Energy in Q2 2021 and has held it in 21 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on X-Square Capital's 13F filing for Q2 2026, filed 12 Aug 2026.