Addison Advisors’s Suncor Energy SU Stock Holding History

Addison 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
2025 Q2	–	Sell	-95	Closed	-$3.68K	–	924
2025 Q1	$3.68K	Hold	95	–	–	﹤0.01%	704
2024 Q4	$3.39K	Sell	95 -138	-59%	-$5.31K	﹤0.01%	707
2024 Q3	$8.6K	Buy	233 +95	+69%	+$3.67K	﹤0.01%	607
2024 Q2	$5.26K	Buy	+138	New	+$5.33K	﹤0.01%	630
2024 Q1	–	Sell	-180	Closed	-$5.77K	–	737
2023 Q4	$5.77K	Buy	+180	New	+$5.88K	﹤0.01%	565

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Addison Advisors's SU Position: Q2 2025 in Review

Addison Advisors sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 95 shares — an estimated $3.68K sold.

Addison Advisors first reported a position in SU in Q4 2023 and held it in 5 quarters. The position peaked at $8.6K in Q3 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Addison Advisors reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
Addison Advisors sold 95 Suncor Energy shares in Q2 2025, an estimated $3.68K.
Addison Advisors first reported a position in Suncor Energy in Q4 2023 and held it in 5 quarters.
Addison Advisors's Suncor Energy position peaked at $8.6K in Q3 2024.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Addison Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.