Goldstein Advisors’s Suncor Energy SU Stock Holding History

Goldstein 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	$287K	Hold	5,351	–	–	0.03%	198
2026 Q1	$354K	Sell	5,351 -23	-0.4%	-$1.27K	0.04%	132
2025 Q4	$238K	Sell	5,374 -1	-0%	-$42	0.03%	185
2025 Q3	$225K	Sell	5,375 -7	-0.1%	-$281	0.03%	185
2025 Q2	$202K	Sell	5,382 -9,980	-65%	-$361K	0.03%	189
2025 Q1	$595K	Buy	+15,362	New	+$586K	0.09%	80

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

Goldstein Advisors's SU Position: Q2 2026 in Review

Goldstein Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 5,351 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #198.

Goldstein Advisors first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $595K in Q1 2025. 115 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Goldstein Advisors held 5,351 shares of Suncor Energy worth $287K as of Q2 2026.
Goldstein Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #198 holding.
Goldstein Advisors first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
Goldstein Advisors's Suncor Energy position peaked at $595K in Q1 2025.
115 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.