SIC
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Sage Investment Counsel’s Suncor Energy SU Stock Holding History

Sage Investment Counsel’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 		$451K Sell
8,400
-200
-2% -$12.7K 0.45% 57
2026
Q1 		$569K Buy
8,600
+200
+2% +$11.1K 0.63% 45
2025
Q4 		$373K Hold
8,400
– – 0.41% 68
2025
Q3 		$351K Hold
8,400
– – 0.39% 71
2025
Q2 		$315K Hold
8,400
– – 0.36% 76
2025
Q1 		$325K Hold
8,400
– – 0.41% 75
2024
Q4 		$300K Buy
+8,400
New +$323K 0.39% 75

Other funds holding SU

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Sage Investment Counsel's SU Position: Q2 2026 in Review

Sage Investment Counsel reduced its Suncor Energy (SU) stake by 2.3% in Q2 2026, selling an estimated $12.7K and leaving 8,400 shares worth $451K. The position accounts for 0.45% of the portfolio, ranked #57.

Sage Investment Counsel first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $569K in Q1 2026. 289 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Sage Investment Counsel held 8,400 shares of Suncor Energy worth $451K as of Q2 2026.
  • Sage Investment Counsel sold 200 Suncor Energy shares in Q2 2026, an estimated $12.7K.
  • Suncor Energy made up 0.45% of Sage Investment Counsel's portfolio in Q2 2026, its #57 holding.
  • Sage Investment Counsel first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
  • Sage Investment Counsel's Suncor Energy position peaked at $569K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.