McIntyre, Freedman & Flynn Investment Advisers’s Suncor Energy SU Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$3.53M	Buy	65,705 +2,065	+3%	+$131K	2.12%	13
2026 Q1	$4.21M	Hold	63,640	–	–	2.39%	11
2025 Q4	$2.82M	Sell	63,640 -15,500	-20%	-$655K	1.77%	19
2025 Q3	$3.31M	Buy	79,140 +10,365	+15%	+$416K	1.99%	20
2025 Q2	$2.58M	Hold	68,775	–	–	1.82%	17
2025 Q1	$2.66M	Buy	68,775 +250	+0.4%	+$9.54K	1.96%	21
2024 Q4	$2.44M	Buy	68,525 +1,000	+1%	+$38.5K	1.83%	21
2024 Q3	$2.49M	Sell	67,525 -475	-0.7%	-$18.3K	1.78%	22
2024 Q2	$2.59M	Sell	68,000 -600	-0.9%	-$23.2K	1.87%	22
2024 Q1	$2.53M	Hold	68,600	–	–	1.84%	22
2023 Q4	$2.2M	Buy	68,600 +2,475	+4%	+$80.8K	1.76%	23
2023 Q3	$2.27M	Hold	66,125	–	–	1.92%	22
2023 Q2	$1.94M	Hold	66,125	–	–	1.66%	28
2023 Q1	$2.05M	Hold	66,125	–	–	1.74%	27
2022 Q4	$2.1M	Buy	+66,125	New	+$2.17M	1.74%	28

Other funds holding SU

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's SU Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers increased its Suncor Energy (SU) stake by 3.2% in Q2 2026, buying an estimated $131K and bringing the position to 65,705 shares worth $3.53M. The position accounts for 2.12% of the portfolio, ranked #13.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in SU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.21M in Q1 2026. 518 funds tracked by Wall St. Rank hold SU as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 65,705 shares of Suncor Energy worth $3.53M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers bought 2,065 Suncor Energy shares in Q2 2026, an estimated $131K.
Suncor Energy made up 2.12% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #13 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Suncor Energy in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's Suncor Energy position peaked at $4.21M in Q1 2026.
518 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.