Kestra Investment Management
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Kestra Investment Management’s Suncor Energy SU Stock Holding History

Kestra 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
Q2 		– Sell
-70
Closed -$2.71K – 951
2025
Q1 		$2.71K Buy
70
+33
+89% +$1.26K ﹤0.01% 741
2024
Q4 		$1.31K Buy
+37
New +$1.42K ﹤0.01% 1063

Other funds holding SU

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

Kestra Investment Management's SU Position: Q2 2025 in Review

Kestra Investment Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 70 shares — an estimated $2.71K sold.

Kestra Investment Management first reported a position in SU in Q4 2024 and held it in 2 quarters. The position peaked at $2.71K in Q1 2025. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Kestra Investment Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 70 Suncor Energy shares in Q2 2025, an estimated $2.71K.
  • Kestra Investment Management first reported a position in Suncor Energy in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Suncor Energy position peaked at $2.71K in Q1 2025.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.