Montgomery Investment Management’s Suncor Energy SU Stock Holding History

Montgomery 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
2026 Q2	$3.02M	Hold	56,200	–	–	0.92%	27
2026 Q1	$3.72M	Hold	56,200	–	–	1.27%	24
2025 Q4	$2.49M	Sell	56,200 -100	-0.2%	-$4.23K	0.9%	28
2025 Q3	$2.35M	Hold	56,300	–	–	0.83%	28
2025 Q2	$2.11M	Sell	56,300 -800	-1%	-$28.9K	0.82%	30
2025 Q1	$2.21M	Hold	57,100	–	–	0.88%	31
2024 Q4	$2.04M	Sell	57,100 -300	-0.5%	-$11.5K	0.8%	31
2024 Q3	$2.12M	Hold	57,400	–	–	0.77%	30
2024 Q2	$2.19M	Hold	57,400	–	–	0.87%	30
2024 Q1	$2.12M	Sell	57,400 -49,000	-46%	-$1.65M	0.81%	29
2023 Q4	$3.41M	Hold	106,400	–	–	1.05%	24
2023 Q3	$3.66M	Hold	106,400	–	–	1.26%	24
2023 Q2	$3.12M	Hold	106,400	–	–	1.05%	24
2023 Q1	$3.3M	Hold	106,400	–	–	1.17%	24
2022 Q4	$3.38M	Hold	106,400	–	–	1.2%	24
2022 Q3	$3M	Hold	106,400	–	–	1.23%	24
2022 Q2	$3.73M	Sell	106,400 -1,000	-0.9%	-$36.4K	1.51%	24
2022 Q1	$3.5M	Sell	107,400 -800	-0.7%	-$23.7K	1.2%	25
2021 Q4	$2.71M	Hold	108,200	–	–	0.91%	29
2021 Q3	$2.24M	Hold	108,200	–	–	0.84%	29
2021 Q2	$2.59M	Hold	108,200	–	–	0.96%	27
2021 Q1	$2.26M	Buy	108,200 +1,500	+1%	+$29.4K	0.87%	29
2020 Q4	$1.79M	Buy	106,700 +9,000	+9%	+$132K	0.82%	32
2020 Q3	$1.2M	Buy	97,700 +8,700	+10%	+$136K	0.63%	34
2020 Q2	$1.5M	Buy	89,000 +13,900	+19%	+$238K	0.81%	33
2020 Q1	$1.19M	Buy	75,100 +2,400	+3%	+$62.9K	0.77%	34
2019 Q4	$2.38M	Buy	72,700 +2,000	+3%	+$62.4K	0.97%	30
2019 Q3	$2.23M	Hold	70,700	–	–	0.95%	31
2019 Q2	$2.2M	Hold	70,700	–	–	0.96%	32
2019 Q1	$2.29M	Hold	70,700	–	–	1.02%	32
2018 Q4	$1.98M	Sell	70,700 -300	-0.4%	-$9.97K	1%	31
2018 Q3	$2.75M	Hold	71,000	–	–	1.13%	27
2018 Q2	$2.89M	Hold	71,000	–	–	1.19%	25
2018 Q1	$2.45M	Hold	71,000	–	–	1.03%	29
2017 Q4	$2.61M	Buy	71,000 +3,000	+4%	+$104K	1.06%	26
2017 Q3	$2.38M	Buy	68,000 +2,300	+4%	+$73.4K	1.06%	29
2017 Q2	$1.92M	Hold	65,700	–	–	0.88%	34
2017 Q1	$2.02M	Sell	65,700 -800	-1%	-$25.2K	0.87%	32
2016 Q4	$2.17M	Sell	66,500 -10,500	-14%	-$322K	0.93%	30
2016 Q3	$2.14M	Buy	77,000 +11,300	+17%	+$309K	1%	29
2016 Q2	$1.82M	Buy	65,700 +300	+0.5%	+$8.22K	0.88%	32
2016 Q1	$1.82M	Hold	65,400	–	–	1.04%	26
2015 Q4	$1.69M	Buy	65,400 +1,500	+2%	+$41.4K	0.95%	26
2015 Q3	$1.71M	Buy	63,900 +200	+0.3%	+$5.37K	1.01%	24
2015 Q2	$1.75M	Hold	63,700	–	–	0.9%	27
2015 Q1	$1.86M	Hold	63,700	–	–	0.94%	24
2014 Q4	$2.02M	Buy	63,700 +41,400	+186%	+$1.37M	0.97%	22
2014 Q3	$806K	Buy	22,300 +6,500	+41%	+$261K	0.56%	42
2014 Q2	$674K	Hold	15,800	–	–	0.52%	46
2014 Q1	$552K	Buy	15,800 +600	+4%	+$20K	0.45%	54
2013 Q4	$533K	Buy	15,200 +4,200	+38%	+$148K	0.43%	52
2013 Q3	$394K	Sell	11,000 -650	-6%	-$21.6K	0.21%	65
2013 Q2	$344K	Buy	+11,650	New	+$351K	0.19%	65

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

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 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

Montgomery Investment Management's SU Position: Q2 2026 in Review

Montgomery Investment Management held its Suncor Energy (SU) position steady in Q2 2026 at 56,200 shares worth $3.02M. The position accounts for 0.92% of the portfolio, ranked #27.

Montgomery Investment Management first reported a position in SU in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.73M in Q2 2022. 160 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Montgomery Investment Management held 56,200 shares of Suncor Energy worth $3.02M as of Q2 2026.
Montgomery Investment Management left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.92% of Montgomery Investment Management's portfolio in Q2 2026, its #27 holding.
Montgomery Investment Management first reported a position in Suncor Energy in Q2 2013 and has held it in 53 quarters since.
Montgomery Investment Management's Suncor Energy position peaked at $3.73M in Q2 2022.
160 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.