Montrusco Bolton Investments’s Suncor Energy SU Stock Holding History

Montrusco Bolton 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	$15.6M	Sell	290,970 -187,422	-39%	-$11.9M	0.24%	51
2026 Q1	$31.5M	Sell	478,392 -16,089	-3%	-$889K	0.48%	36
2025 Q4	$22M	Sell	494,481 -86,948	-15%	-$3.67M	0.27%	39
2025 Q3	$24.3M	Sell	581,429 -35,744	-6%	-$1.43M	0.28%	39
2025 Q2	$23.1M	Buy	617,173 +12,766	+2%	+$462K	0.26%	36
2025 Q1	$23.4M	Buy	+604,407	New	+$23.1M	0.31%	35
2018 Q4	–	Sell	-18,703	Closed	-$723K	–	70
2018 Q3	$723K	Sell	18,703 -1,193	-6%	-$48.3K	0.04%	61
2018 Q2	$809K	Buy	+19,896	New	+$775K	0.06%	61
2015 Q2	–	Sell	-11,410	Closed	-$333K	–	90
2015 Q1	$333K	Buy	+11,410	New	+$339K	0.02%	85

Other funds holding SU

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

TWC

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Montrusco Bolton Investments's SU Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Suncor Energy (SU) stake by 39% in Q2 2026, selling an estimated $11.9M and leaving 290,970 shares worth $15.6M. The position accounts for 0.24% of the portfolio, ranked #51.

Montrusco Bolton Investments first reported a position in SU in Q1 2015 and has held it in 9 quarters since. The position peaked at $31.5M in Q1 2026. 311 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Montrusco Bolton Investments held 290,970 shares of Suncor Energy worth $15.6M as of Q2 2026.
Montrusco Bolton Investments sold 187,422 Suncor Energy shares in Q2 2026, an estimated $11.9M.
Suncor Energy made up 0.24% of Montrusco Bolton Investments's portfolio in Q2 2026, its #51 holding.
Montrusco Bolton Investments first reported a position in Suncor Energy in Q1 2015 and has held it in 9 quarters since.
Montrusco Bolton Investments's Suncor Energy position peaked at $31.5M in Q1 2026.
311 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.