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Advisornet Financial’s Suncor Energy SU Stock Holding History

Advisornet Financial’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 		$47.6K Hold
887
– – ﹤0.01% 1127
2026
Q1 		$58.6K Sell
887
-1,396
-61% -$77.2K ﹤0.01% 1001
2025
Q4 		$101K Buy
2,283
+42
+2% +$1.77K 0.01% 817
2025
Q3 		$93.7K Buy
2,241
+21
+0.9% +$842 0.01% 807
2025
Q2 		$83.1K Buy
2,220
+242
+12% +$8.75K 0.01% 812
2025
Q1 		$76.6K Buy
1,978
+1,032
+109% +$39.4K 0.01% 797
2024
Q4 		$33.8K Hold
946
– – ﹤0.01% 998
2024
Q3 		$34.9K Sell
946
-10
-1% -$386 ﹤0.01% 1019
2024
Q2 		$36.4K Buy
956
+11
+1% +$425 ﹤0.01% 923
2024
Q1 		$34.9K Sell
945
-776
-45% -$26.1K ﹤0.01% 920
2023
Q4 		$55.1K Buy
1,721
+271
+19% +$8.85K 0.01% 785
2023
Q3 		$49.9K Sell
1,450
-416
-22% -$13.3K ﹤0.01% 787
2023
Q2 		$54.7K Sell
1,866
-21
-1% -$628 ﹤0.01% 786
2023
Q1 		$58.6K Sell
1,887
-694
-27% -$22.6K 0.01% 756
2022
Q4 		$81.9K Buy
2,581
+15
+0.6% +$493 0.01% 668
2022
Q3 		$72K Buy
2,566
+422
+20% +$13.3K 0.01% 744
2022
Q2 		$75K Sell
2,144
-210
-9% -$7.65K 0.01% 755
2022
Q1 		$77K Buy
2,354
+210
+10% +$6.23K ﹤0.01% 825
2021
Q4 		$54K Hold
2,144
– – ﹤0.01% 982
2021
Q3 		$44K Hold
2,144
– – ﹤0.01% 1045
2021
Q2 		$51K Sell
2,144
-600
-22% -$13.8K ﹤0.01% 979
2021
Q1 		$57K Hold
2,744
– – ﹤0.01% 903
2020
Q4 		$46K Hold
2,744
– – ﹤0.01% 894
2020
Q3 		$34K Sell
2,744
-33,026
-92% -$517K ﹤0.01% 952
2020
Q2 		$603K Sell
35,770
-580
-2% -$9.92K 0.05% 308
2020
Q1 		$574K Buy
36,350
+24,947
+219% +$654K 0.05% 275
2019
Q4 		$374K Sell
11,403
-1,506
-12% -$47K 0.03% 382
2019
Q3 		$408K Buy
12,909
+1,390
+12% +$41.8K 0.04% 371
2019
Q2 		$359K Sell
11,519
-4
-0% -$128 0.04% 360
2019
Q1 		$374K Buy
11,523
+2,475
+27% +$80.6K 0.05% 326
2018
Q4 		$253K Buy
9,048
+1,222
+16% +$40.6K 0.04% 365
2018
Q3 		$303K Sell
7,826
-841
-10% -$34K 0.04% 347
2018
Q2 		$353K Buy
8,667
+61
+0.7% +$2.38K 0.05% 293
2018
Q1 		$297K Buy
8,606
+28
+0.3% +$975 0.04% 321
2017
Q4 		$315K Buy
+8,578
New +$298K 0.05% 272

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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
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

Advisornet Financial's SU Position: Q2 2026 in Review

Advisornet Financial held its Suncor Energy (SU) position steady in Q2 2026 at 887 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Advisornet Financial first reported a position in SU in Q4 2017 and has held it in 35 quarters since. The position peaked at $603K in Q2 2020. 146 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Advisornet Financial held 887 shares of Suncor Energy worth $47.6K as of Q2 2026.
  • Advisornet Financial left its Suncor Energy share count unchanged in Q2 2026.
  • Suncor Energy made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1127 holding.
  • Advisornet Financial first reported a position in Suncor Energy in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Suncor Energy position peaked at $603K in Q2 2020.
  • 146 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.