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Albion Financial Group’s Suncor Energy SU Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-198
Closed -$7.07K – 684
2024
Q4 		$7.07K Hold
198
– – ﹤0.01% 432
2024
Q3 		$7.31K Hold
198
– – ﹤0.01% 351
2024
Q2 		$7.54K Hold
198
– – ﹤0.01% 352
2024
Q1 		$7.31K Hold
198
– – ﹤0.01% 338
2023
Q4 		$6.34K Buy
+198
New +$6.46K ﹤0.01% 336

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Albion Financial Group's SU Position: Q1 2025 in Review

Albion Financial Group sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 198 shares — an estimated $7.07K sold.

Albion Financial Group first reported a position in SU in Q4 2023 and held it in 5 quarters. The position peaked at $7.54K in Q2 2024. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Albion Financial Group reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 198 Suncor Energy shares in Q1 2025, an estimated $7.07K.
  • Albion Financial Group first reported a position in Suncor Energy in Q4 2023 and held it in 5 quarters.
  • Albion Financial Group's Suncor Energy position peaked at $7.54K in Q2 2024.
  • 660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.