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Formidable Asset Management’s Suncor Energy SU Stock Holding History

Formidable Asset 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
2026
Q2 		$352K Sell
5,322
-10,682
-67% -$677K 0.06% 289
2026
Q1 		$710K Buy
16,004
+171
+1% +$9.45K 0.11% 179
2025
Q4 		$662K Buy
15,833
+2,297
+17% +$97.1K 0.1% 201
2025
Q3 		$507K Buy
13,536
+815
+6% +$32.7K 0.08% 231
2025
Q2 		$493K Hold
12,721
– – 0.08% 228
2025
Q1 		$493K Sell
12,721
-5,093
-29% -$194K 0.08% 227
2024
Q4 		$636K Buy
17,814
+90
+0.5% +$3.46K 0.1% 193
2024
Q3 		$654K Sell
17,724
-786
-4% -$30.4K 0.1% 187
2024
Q2 		$705K Sell
18,510
-291
-2% -$11.2K 0.11% 173
2024
Q1 		$696K Buy
18,801
+3,810
+25% +$128K 0.11% 192
2023
Q4 		$480K Sell
14,991
-378
-2% -$12.3K 0.1% 175
2023
Q3 		$528K Buy
15,369
+4,571
+42% +$147K 0.12% 164
2023
Q2 		$317K Buy
10,798
+3,595
+50% +$108K 0.07% 211
2023
Q1 		$228K Buy
7,203
+215
+3% +$6.99K 0.05% 260
2022
Q4 		$222K Buy
+6,988
New +$230K 0.05% 265
2022
Q2 		– Sell
-7,328
Closed -$239K – 352
2022
Q1 		$239K Buy
+7,328
New +$218K 0.05% 283

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
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Formidable Asset Management's SU Position: Q2 2026 in Review

Formidable Asset Management reduced its Suncor Energy (SU) stake by 67% in Q2 2026, selling an estimated $677K and leaving 5,322 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #289.

Formidable Asset Management first reported a position in SU in Q1 2022 and has held it in 16 quarters since. The position peaked at $710K in Q1 2026. 105 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Formidable Asset Management held 5,322 shares of Suncor Energy worth $352K as of Q2 2026.
  • Formidable Asset Management sold 10,682 Suncor Energy shares in Q2 2026, an estimated $677K.
  • Suncor Energy made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #289 holding.
  • Formidable Asset Management first reported a position in Suncor Energy in Q1 2022 and has held it in 16 quarters since.
  • Formidable Asset Management's Suncor Energy position peaked at $710K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.