Suncor Energy Inc.
US ˙ NYSE ˙ CA8672241079

SecuritySU / Suncor Energy Inc.
InstitutionRathbone Brothers plc
Latest Disclosed Ownership12,046 shares
Latest Disclosed Value $ 794,192
Rathbone Brothers plc reports 15.27% increase in ownership of SU / Suncor Energy Inc.

On May 12, 2026 - Rathbone Brothers plc filed a 13F-HR form disclosing ownership of 12,046 shares of Suncor Energy Inc. (US:SU) valued at $796,361 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 10,450 shares of Suncor Energy Inc.. This represents a change in shares of 15.27% during the quarter. The current value of the position is $788,893 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 12,046 1,596 15.27 794 71.12 0.0034
2026-02-06 2025-12-31 13F/A-1 SUNCOR ENERGY INC New NPV COM 867224107 10,450 0 0.00 464 6.18 0.0018
2026-01-21 2025-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 10,450 0 464 0.0018
2025-11-13 2025-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 10,450 0 0.00 437 12.05 0.0018
2025-08-07 2025-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 10,450 0 0.00 391 -3.47 0.0017
2025-05-13 2025-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 10,450 -150 -1.42 405 6.88 0.0020
2025-02-13 2024-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 10,600 150 1.44 378 -2.07 0.0018
2024-11-13 2024-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 10,450 10,450 386 0.0019
2018-10-12 2018-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 0 -5,120 -100.00 0 -100.00
2018-07-16 2018-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 5,120 5,120 208 0.0079
2018-04-06 2018-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 0 -7,296 -100.00 0 -100.00
2018-01-24 2017-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 7,296 7,296 269 0.0109
2017-10-24 2017-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 0 -11,820 -100.00 0 -100.00
2017-08-10 2017-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 0 0.00 345 -4.70 0.0154
2017-04-06 2017-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 -914 -7.18 362 -13.19 0.0165
2017-02-02 2016-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 12,734 0 0.00 417 18.13 0.0209
2016-10-24 2016-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 12,734 0 0.00 353 0.57 0.0182
2016-08-03 2016-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 12,734 0 0.00 351 -1.40 0.0193
2016-04-08 2016-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 12,734 914 7.73 356 33.33 0.0216
2016-01-19 2015-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 0 0.00 267 -15.24 0.0170
2015-10-27 2015-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 0 0.00 315 -3.37 0.0210
2015-08-05 2015-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 0 0.00 326 -5.51 0.0212
2015-04-10 2015-03-31 13F SUNCOR ENERGY INC New NPV COM 867224107 11,820 -800 -6.34 345 -14.18 0.0228
2015-01-21 2014-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 12,620 -1,280 -9.21 402 -20.24 0.0264
2014-10-23 2014-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 13,900 0 0.00 504 -15.15 0.0350
2014-07-02 2014-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 13,900 0 0.00 594 22.22 0.0420
2014-04-11 2014-03-31 13F/A-1 SUNCOR ENERGY INC New NPV COM 867224107 13,900 0 0.00 486 -0.21 0.0390
2014-04-10 2014-03-31 13F KODIAK OIL & GAS CORP NPV COM 867224107 650,000 7,891
2014-01-10 2013-12-31 13F SUNCOR ENERGY INC New NPV COM 867224107 13,900 0 0.00 487 -2.21 0.0486
2013-10-11 2013-09-30 13F SUNCOR ENERGY INC New NPV COM 867224107 13,900 0 0.00 498 21.76 0.0580
2013-08-06 2013-06-30 13F SUNCOR ENERGY INC New NPV COM 867224107 13,900 13,900 409 0.0551
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.