Nicola Wealth Management’s Suncor Energy SU Stock Holding History

Nicola Wealth 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	-404,922	Closed	-$15.7M	–	116
2025 Q1	$15.7M	Sell	404,922 -78,900	-16%	-$3.01M	1.53%	25
2024 Q4	$24.8M	Sell	483,822 -115,200	-19%	-$4.43M	2.35%	10
2024 Q3	$29.9M	Sell	599,022 -12,700	-2%	-$490K	2.37%	8
2024 Q2	$31.9M	Hold	611,722	–	–	2.85%	2
2024 Q1	$30.6M	Hold	611,722	–	–	2.96%	3
2023 Q4	$26M	Sell	611,722 -189,678	-24%	-$6.19M	2.72%	6
2023 Q3	$37.4M	Sell	801,400 -10,900	-1%	-$350K	4.04%	1
2023 Q2	$23.8M	Hold	812,300	–	–	2.34%	7
2023 Q1	$25.2M	Hold	812,300	–	–	2.49%	7
2022 Q4	$25.7M	Hold	812,300	–	–	2.61%	5
2022 Q3	$23.1M	Hold	812,300	–	–	2.53%	4
2022 Q2	$28.5M	Hold	812,300	–	–	2.72%	3
2022 Q1	$26.4M	Sell	812,300 -4,000	-0.5%	-$119K	2.33%	4
2021 Q4	$20.4M	Buy	816,300 +19,400	+2%	+$473K	1.92%	8
2021 Q3	$16.4M	Buy	796,900 +83,300	+12%	+$1.67M	1.69%	10
2021 Q2	$17.1M	Buy	713,600 +148,000	+26%	+$3.39M	1.75%	10
2021 Q1	$11.8M	Buy	565,600 +165,000	+41%	+$3.23M	1.32%	26
2020 Q4	$6.71M	Buy	400,600 +10,000	+3%	+$147K	0.83%	55
2020 Q3	$4.77M	Hold	390,600	–	–	0.68%	63
2020 Q2	$6.58M	Hold	390,600	–	–	0.91%	45
2020 Q1	$8.77M	Buy	390,600 +20,000	+5%	+$524K	1.32%	24
2019 Q4	$15.8M	Hold	370,600	–	–	2.37%	7
2019 Q3	$15.5M	Sell	370,600 -40,000	-10%	-$1.2M	2.43%	7
2019 Q2	$16.8M	Buy	410,600 +10,000	+2%	+$320K	2.78%	5
2019 Q1	$17.4M	Buy	400,600 +42,000	+12%	+$1.37M	2.59%	5
2018 Q4	$13.7M	Buy	358,600 +132,000	+58%	+$4.39M	2.25%	6
2018 Q3	$11.3M	Buy	226,600 +30,000	+15%	+$1.21M	1.95%	10
2018 Q2	$10.5M	Sell	196,600 -9,000	-4%	-$351K	2.04%	11
2018 Q1	$9.15M	Buy	+205,600	New	+$7.16M	1.84%	11

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nicola Wealth Management's SU Position: Q2 2025 in Review

Nicola Wealth Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 404,922 shares — an estimated $15.7M sold.

Nicola Wealth Management first reported a position in SU in Q1 2018 and held it in 29 quarters. The position peaked at $37.4M in Q3 2023. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Nicola Wealth Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
Nicola Wealth Management sold 404,922 Suncor Energy shares in Q2 2025, an estimated $15.7M.
Nicola Wealth Management first reported a position in Suncor Energy in Q1 2018 and held it in 29 quarters.
Nicola Wealth Management's Suncor Energy position peaked at $37.4M in Q3 2023.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.