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Freedom Investment Management’s Suncor Energy SU Stock Holding History

Freedom Investment 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
Q3 		– Sell
-12,935
Closed -$484K – 636
2025
Q2 		$484K Sell
12,935
-83
-0.6% -$3K 0.04% 452
2025
Q1 		$504K Sell
13,018
-2,326
-15% -$88.8K 0.04% 417
2024
Q4 		$547K Buy
15,344
+302
+2% +$11.6K 0.05% 404
2024
Q3 		$555K Sell
15,042
-2,466
-14% -$95.2K 0.04% 406
2024
Q2 		$667K Sell
17,508
-3,493
-17% -$135K 0.05% 335
2024
Q1 		$775K Sell
21,001
-1,469
-7% -$49.4K 0.06% 319
2023
Q4 		$720K Sell
22,470
-661
-3% -$21.6K 0.06% 349
2023
Q3 		$795K Sell
23,131
-4,778
-17% -$153K 0.1% 261
2023
Q2 		$818K Sell
27,909
-5,249
-16% -$157K 0.09% 284
2023
Q1 		$1.03M Sell
33,158
-6,389
-16% -$208K 0.12% 239
2022
Q4 		$1.25M Buy
39,547
+4,737
+14% +$156K 0.14% 201
2022
Q3 		$980K Buy
34,810
+136
+0.4% +$4.3K 0.11% 250
2022
Q2 		$1.22M Buy
+34,674
New +$1.26M 0.13% 220
2021
Q1 		– Sell
-11,850
Closed -$199K – 907
2020
Q4 		$199K Buy
+11,850
New +$174K 0.02% 579
2019
Q1 		– Sell
-10,898
Closed -$305K – 778
2018
Q4 		$305K Sell
10,898
-2,474
-19% -$82.2K 0.02% 573
2018
Q3 		$535K Buy
13,372
+1,295
+11% +$52.4K 0.03% 495
2018
Q2 		$491K Buy
+12,077
New +$471K 0.03% 561

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freedom Investment Management's SU Position: Q3 2025 in Review

Freedom Investment Management sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 12,935 shares — an estimated $484K sold.

Freedom Investment Management first reported a position in SU in Q2 2018 and held it in 17 quarters. The position peaked at $1.25M in Q4 2022. 638 funds tracked by Wall St. Rank hold SU as of Q3 2025.

  • Freedom Investment Management reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,935 Suncor Energy shares in Q3 2025, an estimated $484K.
  • Freedom Investment Management first reported a position in Suncor Energy in Q2 2018 and held it in 17 quarters.
  • Freedom Investment Management's Suncor Energy position peaked at $1.25M in Q4 2022.
  • 638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.