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CogentBlue Wealth Advisors’s Suncor Energy SU Stock Holding History

CogentBlue 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 		– Sell
-3,759
Closed -$249K – 107
2026
Q1 		$249K Buy
+3,759
New +$208K 0.17% 59

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

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

CogentBlue Wealth Advisors sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 3,759 shares — an estimated $249K sold.

CogentBlue Wealth Advisors first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 115 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • CogentBlue Wealth Advisors reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 3,759 Suncor Energy shares in Q2 2026, an estimated $249K.
  • CogentBlue Wealth Advisors first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's Suncor Energy position peaked at $249K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.