Belmont Capital’s Suncor Energy SU Stock Holding History

Belmont Capital’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	$241K	Hold	6,440	–	–	0.04%	116
2025 Q1	$249K	Sell	6,440 -152	-2%	-$5.8K	0.04%	109
2024 Q4	$235K	Hold	6,592	–	–	0.04%	75
2024 Q3	$243K	Hold	6,592	–	–	0.04%	110
2024 Q2	$251K	Hold	6,592	–	–	0.05%	115
2024 Q1	$243K	Hold	6,592	–	–	0.07%	84
2023 Q4	$211K	Hold	6,592	–	–	0.09%	71
2023 Q3	$227K	Buy	6,592 +6,030	+1,073%	+$193K	0.12%	64
2023 Q2	$16.5K	Hold	562	–	–	0.01%	113
2023 Q1	$17.4K	Hold	562	–	–	0.01%	72
2022 Q4	$18K	Buy	562 +346	+160%	+$11.4K	0.02%	69
2022 Q3	$6K	Buy	+216	New	+$6.82K	0.01%	107

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Belmont Capital's SU Position: Q2 2025 in Review

Belmont Capital held its Suncor Energy (SU) position steady in Q2 2025 at 6,440 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #116.

Belmont Capital first reported a position in SU in Q3 2022 and has held it in 12 quarters since. The position peaked at $251K in Q2 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Belmont Capital held 6,440 shares of Suncor Energy worth $241K as of Q2 2025.
Belmont Capital left its Suncor Energy share count unchanged in Q2 2025.
Suncor Energy made up 0.04% of Belmont Capital's portfolio in Q2 2025, its #116 holding.
Belmont Capital first reported a position in Suncor Energy in Q3 2022 and has held it in 12 quarters since.
Belmont Capital's Suncor Energy position peaked at $251K in Q2 2024.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.