GI
SU icon

Gradient Investments’s Suncor Energy SU Stock Holding History

Gradient Investments’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 		$6.39M Buy
119,099
+3,333
+3% +$211K 0.09% 170
2026
Q1 		$7.65M Buy
115,766
+58,443
+102% +$3.23M 0.12% 161
2025
Q4 		$2.54M Buy
57,323
+13,700
+31% +$579K 0.04% 186
2025
Q3 		$1.82M Buy
43,623
+9,752
+29% +$391K 0.03% 202
2025
Q2 		$1.27M Buy
33,871
+2,748
+9% +$99.4K 0.02% 220
2025
Q1 		$1.21M Sell
31,123
-2,319
-7% -$88.5K 0.02% 187
2024
Q4 		$1.19M Sell
33,442
-1,754
-5% -$67.5K 0.02% 183
2024
Q3 		$1.3M Buy
35,196
+60
+0.2% +$2.32K 0.03% 175
2024
Q2 		$1.34M Sell
35,136
-96
-0.3% -$3.71K 0.03% 178
2024
Q1 		$1.3M Buy
35,232
+1,198
+4% +$40.3K 0.03% 178
2023
Q4 		$1.09M Buy
34,034
+829
+2% +$27.1K 0.03% 187
2023
Q3 		$1.14M Buy
33,205
+345
+1% +$11.1K 0.03% 173
2023
Q2 		$963K Sell
32,860
-1,179
-3% -$35.3K 0.02% 179
2023
Q1 		$1.06M Sell
34,039
-1,243
-4% -$40.4K 0.03% 175
2022
Q4 		$1.12M Buy
35,282
+5,763
+20% +$189K 0.04% 178
2022
Q3 		$831K Sell
29,519
-3,808
-11% -$120K 0.03% 189
2022
Q2 		$1.17M Buy
33,327
+5,211
+19% +$190K 0.03% 173
2022
Q1 		$916K Sell
28,116
-774
-3% -$23K 0.02% 182
2021
Q4 		$723K Sell
28,890
-2,451
-8% -$59.7K 0.02% 182
2021
Q3 		$650K Buy
31,341
+6,149
+24% +$123K 0.02% 192
2021
Q2 		$604K Sell
25,192
-1,575
-6% -$36.1K 0.02% 198
2021
Q1 		$559K Buy
26,767
+25,985
+3,323% +$509K 0.02% 207
2020
Q4 		$10K Hold
782
– – ﹤0.01% 702
2020
Q3 		$10K Buy
+782
New +$12.2K ﹤0.01% 705
2019
Q2 		– Sell
-16
Closed -$1K – 1078
2019
Q1 		$1K Hold
16
– – ﹤0.01% 823
2018
Q4 		$0 Sell
16
-35
-69% -$1.16K ﹤0.01% 1079
2018
Q3 		$2K Sell
51
-67,590
-100% -$2.74M ﹤0.01% 853
2018
Q2 		$2.75M Buy
67,641
+7,387
+12% +$288K 0.15% 94
2018
Q1 		$2.08M Buy
60,254
+12,234
+25% +$426K 0.11% 107
2017
Q4 		$1.76M Buy
48,020
+10,119
+27% +$351K 0.1% 102
2017
Q3 		$1.33M Buy
37,901
+13,254
+54% +$423K 0.08% 96
2017
Q2 		$720K Buy
24,647
+16,266
+194% +$500K 0.05% 131
2017
Q1 		$258K Buy
8,381
+8,333
+17,360% +$262K 0.02% 203
2016
Q4 		$2K Buy
+48
New +$1.47K ﹤0.01% 637
2015
Q1 		– Sell
-200
Closed -$6K – 697
2014
Q4 		$6K Buy
+200
New +$6.62K ﹤0.01% 410
2014
Q1 		– Sell
-32
Closed -$1K – 620
2013
Q4 		$1K Buy
32
+11
+52% +$387 ﹤0.01% 553
2013
Q3 		$1K Hold
21
– – ﹤0.01% 463
2013
Q2 		$1K Buy
+21
New +$633 ﹤0.01% 445

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments's SU Position: Q2 2026 in Review

Gradient Investments increased its Suncor Energy (SU) stake by 2.9% in Q2 2026, buying an estimated $211K and bringing the position to 119,099 shares worth $6.39M. The position accounts for 0.09% of the portfolio, ranked #170.

Gradient Investments first reported a position in SU in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.65M in Q1 2026. 88 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Gradient Investments held 119,099 shares of Suncor Energy worth $6.39M as of Q2 2026.
  • Gradient Investments bought 3,333 Suncor Energy shares in Q2 2026, an estimated $211K.
  • Suncor Energy made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #170 holding.
  • Gradient Investments first reported a position in Suncor Energy in Q2 2013 and has held it in 38 quarters since.
  • Gradient Investments's Suncor Energy position peaked at $7.65M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.