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Coldstream Capital Management’s Suncor Energy SU Stock Holding History

Coldstream Capital Management’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
-5,861
Closed -$227K – 3094
2025
Q1 		$227K Buy
5,861
+181
+3% +$6.91K ﹤0.01% 944
2024
Q4 		$203K Sell
5,680
-1,806
-24% -$69.5K ﹤0.01% 1018
2024
Q3 		$276K Buy
7,486
+354
+5% +$13.7K 0.01% 874
2024
Q2 		$272K Buy
7,132
+452
+7% +$17.5K 0.01% 798
2024
Q1 		$247K Sell
6,680
-915
-12% -$30.8K 0.01% 852
2023
Q4 		$243K Buy
+7,595
New +$248K 0.01% 800

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coldstream Capital Management's SU Position: Q2 2025 in Review

Coldstream Capital Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 5,861 shares — an estimated $227K sold.

Coldstream Capital Management first reported a position in SU in Q4 2023 and held it in 6 quarters. The position peaked at $276K in Q3 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Coldstream Capital Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 5,861 Suncor Energy shares in Q2 2025, an estimated $227K.
  • Coldstream Capital Management first reported a position in Suncor Energy in Q4 2023 and held it in 6 quarters.
  • Coldstream Capital Management's Suncor Energy position peaked at $276K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

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