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Neville Rodie & Shaw’s Suncor Energy SU Stock Holding History

Neville Rodie & Shaw’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 		$229K Sell
4,258
-1,000
-19% -$63.3K 0.01% 229
2026
Q1 		$348K Hold
5,258
– – 0.03% 194
2025
Q4 		$233K Hold
5,258
– – 0.02% 224
2025
Q3 		$220K Buy
+5,258
New +$211K 0.02% 228
2025
Q2 		– Sell
-5,258
Closed -$204K – 255
2025
Q1 		$204K Sell
5,258
-1,000
-16% -$38.2K 0.02% 241
2024
Q4 		$223K Buy
+6,258
New +$241K 0.02% 240
2020
Q3 		– Sell
-13,023
Closed -$219K – 250
2020
Q2 		$219K Sell
13,023
-2,200
-14% -$37.6K 0.02% 221
2020
Q1 		$240K Sell
15,223
-1,295
-8% -$34K 0.03% 197
2019
Q4 		$542K Sell
16,518
-100
-0.6% -$3.12K 0.05% 168
2019
Q3 		$524K Buy
16,618
+275
+2% +$8.27K 0.06% 169
2019
Q2 		$510K Sell
16,343
-2,500
-13% -$80K 0.05% 175
2019
Q1 		$611K Sell
18,843
-5,750
-23% -$187K 0.06% 153
2018
Q4 		$688K Hold
24,593
– – 0.08% 139
2018
Q3 		$952K Hold
24,593
– – 0.09% 129
2018
Q2 		$1M Buy
24,593
+350
+1% +$13.6K 0.11% 127
2018
Q1 		$837K Buy
24,243
+1,200
+5% +$41.8K 0.09% 139
2017
Q4 		$846K Sell
23,043
-1,400
-6% -$48.6K 0.09% 139
2017
Q3 		$856K Hold
24,443
– – 0.1% 135
2017
Q2 		$713K Hold
24,443
– – 0.08% 147
2017
Q1 		$751K Hold
24,443
– – 0.09% 145
2016
Q4 		$799K Hold
24,443
– – 0.09% 136
2016
Q3 		$679K Sell
24,443
-8,330
-25% -$227K 0.08% 156
2016
Q2 		$908K Sell
32,773
-600
-2% -$16.4K 0.11% 137
2016
Q1 		$928K Sell
33,373
-1,460
-4% -$35.3K 0.11% 131
2015
Q4 		$899K Sell
34,833
-15,185
-30% -$419K 0.11% 129
2015
Q3 		$1.34M Sell
50,018
-14,509
-22% -$389K 0.16% 112
2015
Q2 		$1.78M Sell
64,527
-53,690
-45% -$1.62M 0.19% 108
2015
Q1 		$3.46M Sell
118,217
-14,000
-11% -$416K 0.36% 83
2014
Q4 		$4.2M Sell
132,217
-12,080
-8% -$400K 0.43% 70
2014
Q3 		$5.22M Sell
144,297
-300
-0.2% -$12K 0.51% 60
2014
Q2 		$6.16M Buy
144,597
+1,800
+1% +$70.1K 0.62% 47
2014
Q1 		$4.99M Sell
142,797
-7,600
-5% -$253K 0.54% 57
2013
Q4 		$5.27M Sell
150,397
-6,750
-4% -$237K 0.57% 53
2013
Q3 		$5.62M Sell
157,147
-41,434
-21% -$1.38M 0.66% 44
2013
Q2 		$5.86M Buy
+198,581
New +$5.98M 0.71% 41

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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Neville Rodie & Shaw's SU Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Suncor Energy (SU) stake by 19% in Q2 2026, selling an estimated $63.3K and leaving 4,258 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #229.

Neville Rodie & Shaw first reported a position in SU in Q2 2013 and has held it in 35 quarters since. The position peaked at $6.16M in Q2 2014. 138 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Neville Rodie & Shaw held 4,258 shares of Suncor Energy worth $229K as of Q2 2026.
  • Neville Rodie & Shaw sold 1,000 Suncor Energy shares in Q2 2026, an estimated $63.3K.
  • Suncor Energy made up 0.01% of Neville Rodie & Shaw's portfolio in Q2 2026, its #229 holding.
  • Neville Rodie & Shaw first reported a position in Suncor Energy in Q2 2013 and has held it in 35 quarters since.
  • Neville Rodie & Shaw's Suncor Energy position peaked at $6.16M in Q2 2014.
  • 138 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.