Insigneo Advisory Services’s Suncor Energy SU Stock Holding History

Insigneo Advisory Services’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	$256K	Buy	+4,765	New	+$302K	0.01%	682
2024 Q2	–	Sell	-8,177	Closed	-$302K	–	639
2024 Q1	$302K	Sell	8,177 -38	-0.5%	-$1.28K	0.04%	379
2023 Q4	$263K	Buy	8,215 +24	+0.3%	+$784	0.04%	358
2023 Q3	$282K	Buy	+8,191	New	+$263K	0.06%	298

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Insigneo Advisory Services's SU Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Suncor Energy (SU) in Q2 2026: 4,765 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in SU as recently as Q1 2024.

Insigneo Advisory Services first reported a position in SU in Q3 2023 and has held it in 4 quarters since. The position peaked at $302K in Q1 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Insigneo Advisory Services held 4,765 shares of Suncor Energy worth $256K as of Q2 2026.
Suncor Energy was a new Insigneo Advisory Services position in Q2 2026.
Suncor Energy made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #682 holding.
Insigneo Advisory Services first reported a position in Suncor Energy in Q3 2023 and has held it in 4 quarters since.
Insigneo Advisory Services's Suncor Energy position peaked at $302K in Q1 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.