180 Wealth Advisors’s Suncor Energy SU Stock Holding History

180 Wealth Advisors’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	$679K	Sell	12,642 -1,218	-9%	-$77.1K	0.07%	251
2026 Q1	$916K	Sell	13,860 -1,348	-9%	-$74.5K	0.1%	204
2025 Q4	$675K	Buy	15,208 +644	+4%	+$27.2K	0.08%	237
2025 Q3	$609K	Sell	14,564 -1,830	-11%	-$73.4K	0.07%	236
2025 Q2	$614K	Buy	16,394 +641	+4%	+$23.2K	0.09%	216
2025 Q1	$610K	Buy	15,753 +297	+2%	+$11.3K	0.1%	200
2024 Q4	$551K	Buy	15,456 +1,189	+8%	+$45.7K	0.09%	209
2024 Q3	$527K	Buy	14,267 +1,857	+15%	+$71.7K	0.08%	217
2024 Q2	$474K	Buy	12,410 +3,063	+33%	+$118K	0.08%	226
2024 Q1	$345K	Buy	9,347 +36	+0.4%	+$1.21K	0.06%	267
2023 Q4	$299K	Sell	9,311 -455	-5%	-$14.9K	0.06%	277
2023 Q3	$336K	Buy	9,766 +420	+4%	+$13.5K	0.08%	245
2023 Q2	$277K	Buy	+9,346	New	+$279K	0.06%	273
2019 Q1	–	Sell	-5,341	Closed	-$207K	–	279
2018 Q4	$207K	Hold	5,341	–	–	0.1%	237
2018 Q3	$207K	Sell	5,341 -56	-1%	-$2.27K	0.1%	237
2018 Q2	$220K	Sell	5,397 -3,397	-39%	-$132K	0.11%	216
2018 Q1	$306K	Sell	8,794 -1,592	-15%	-$55.5K	0.16%	161
2017 Q4	$381K	Buy	+10,386	New	+$361K	0.19%	137

Other funds holding SU

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

180 Wealth Advisors's SU Position: Q2 2026 in Review

180 Wealth Advisors reduced its Suncor Energy (SU) stake by 8.8% in Q2 2026, selling an estimated $77.1K and leaving 12,642 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #251.

180 Wealth Advisors first reported a position in SU in Q4 2017 and has held it in 18 quarters since. The position peaked at $916K in Q1 2026. 115 funds tracked by Wall St. Rank hold SU as of Q2 2026.

180 Wealth Advisors held 12,642 shares of Suncor Energy worth $679K as of Q2 2026.
180 Wealth Advisors sold 1,218 Suncor Energy shares in Q2 2026, an estimated $77.1K.
Suncor Energy made up 0.07% of 180 Wealth Advisors's portfolio in Q2 2026, its #251 holding.
180 Wealth Advisors first reported a position in Suncor Energy in Q4 2017 and has held it in 18 quarters since.
180 Wealth Advisors's Suncor Energy position peaked at $916K in Q1 2026.
115 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.