Sound Income Strategies’s Suncor Energy SU Stock Holding History

Sound Income Strategies’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	–	Sell	-232	Closed	-$15.1K	–	2169
2026 Q1	$15.1K	Buy	232 +134	+137%	+$7.41K	﹤0.01%	1310
2025 Q4	$4.88K	Hold	98	–	–	﹤0.01%	1819
2025 Q3	$3.96K	Hold	98	–	–	﹤0.01%	1222
2025 Q2	$3.67K	Hold	98	–	–	﹤0.01%	1168
2025 Q1	$3.79K	Hold	98	–	–	﹤0.01%	1121
2024 Q4	$3.5K	Sell	98 -15	-13%	-$577	﹤0.01%	1070
2024 Q3	$4.17K	Buy	113 +25	+28%	+$965	﹤0.01%	985
2024 Q2	$3.35K	Hold	88	–	–	﹤0.01%	1025
2024 Q1	$3.25K	Hold	88	–	–	﹤0.01%	973
2023 Q4	$2.82K	Hold	88	–	–	﹤0.01%	997
2023 Q3	$3.02K	Hold	88	–	–	﹤0.01%	842
2023 Q2	$2.58K	Hold	88	–	–	﹤0.01%	855
2023 Q1	$2.73K	Buy	+88	New	+$2.86K	﹤0.01%	793
2018 Q3	–	Sell	-6	Closed	–	–	847
2018 Q2	$0	Buy	+6	New	+$234	﹤0.01%	771

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sound Income Strategies's SU Position: Q2 2026 in Review

Sound Income Strategies sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 232 shares — an estimated $15.1K sold.

Sound Income Strategies first reported a position in SU in Q2 2018 and held it in 14 quarters. The position peaked at $15.1K in Q1 2026. 505 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Sound Income Strategies reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 232 Suncor Energy shares in Q2 2026, an estimated $15.1K.
Sound Income Strategies first reported a position in Suncor Energy in Q2 2018 and held it in 14 quarters.
Sound Income Strategies's Suncor Energy position peaked at $15.1K in Q1 2026.
505 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.