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Gladstone Institutional Advisory’s Suncor Energy SU Stock Holding History

Gladstone Institutional Advisory’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 		$244K Sell
4,550
-167
-4% -$10.6K 0.01% 801
2026
Q1 		$312K Sell
4,717
-569
-11% -$31.4K 0.01% 658
2025
Q4 		$234K Buy
5,286
+164
+3% +$6.93K 0.01% 713
2025
Q3 		$214K Buy
+5,122
New +$205K 0.01% 744
2025
Q1 		– Sell
-5,677
Closed -$203K – 754
2024
Q4 		$203K Buy
5,677
+38
+0.7% +$1.46K 0.01% 670
2024
Q3 		$208K Buy
5,639
+167
+3% +$6.45K 0.01% 651
2024
Q2 		$208K Sell
5,472
-992
-15% -$38.3K 0.01% 619
2024
Q1 		$239K Buy
+6,464
New +$217K 0.01% 577
2023
Q1 		– Sell
-6,442
Closed -$204K – 709
2022
Q4 		$204K Sell
6,442
-1,066
-14% -$35K 0.01% 596
2022
Q3 		$211K Sell
7,508
-1,096
-13% -$34.6K 0.02% 572
2022
Q2 		$302K Sell
8,604
-1,151
-12% -$41.9K 0.02% 506
2022
Q1 		$318K Buy
9,755
+842
+9% +$25K 0.02% 533
2021
Q4 		$223K Buy
+8,913
New +$217K 0.02% 540

Other funds holding SU

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 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

Gladstone Institutional Advisory's SU Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Suncor Energy (SU) stake by 3.5% in Q2 2026, selling an estimated $10.6K and leaving 4,550 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #801.

Gladstone Institutional Advisory first reported a position in SU in Q4 2021 and has held it in 13 quarters since. The position peaked at $318K in Q1 2022. 180 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Gladstone Institutional Advisory held 4,550 shares of Suncor Energy worth $244K as of Q2 2026.
  • Gladstone Institutional Advisory sold 167 Suncor Energy shares in Q2 2026, an estimated $10.6K.
  • Suncor Energy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #801 holding.
  • Gladstone Institutional Advisory first reported a position in Suncor Energy in Q4 2021 and has held it in 13 quarters since.
  • Gladstone Institutional Advisory's Suncor Energy position peaked at $318K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.