SFS
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Sowell Financial Services’s Suncor Energy SU Stock Holding History

Sowell Financial Services’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 		$387K Buy
7,210
+616
+9% +$39K 0.01% 764
2026
Q1 		$436K Sell
6,594
-498
-7% -$27.5K 0.02% 683
2025
Q4 		$315K Buy
7,092
+863
+14% +$36.5K 0.01% 815
2025
Q3 		$260K Buy
6,229
+229
+4% +$9.19K 0.01% 868
2025
Q2 		$225K Buy
6,000
+65
+1% +$2.35K 0.01% 910
2025
Q1 		$230K Buy
+5,935
New +$226K 0.01% 878
2024
Q1 		– Sell
-10,225
Closed -$328K – 584
2023
Q4 		$328K Sell
10,225
-98
-0.9% -$3.2K 0.02% 484
2023
Q3 		$355K Buy
+10,323
New +$331K 0.02% 444
2021
Q2 		– Sell
-2,610
Closed -$60K – 2443
2021
Q1 		$60K Hold
2,610
– – ﹤0.01% 1574
2020
Q4 		$44K Sell
2,610
-31
-1% -$455 ﹤0.01% 1445
2020
Q3 		$32K Buy
2,641
+41
+2% +$642 ﹤0.01% 1366
2020
Q2 		$44K Hold
2,600
– – ﹤0.01% 1196
2020
Q1 		$41K Buy
2,600
+1,350
+108% +$35.4K ﹤0.01% 1119
2019
Q4 		$41K Sell
1,250
-279
-18% -$8.71K ﹤0.01% 1211
2019
Q3 		$48K Buy
+1,529
New +$46K ﹤0.01% 1009

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
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Sowell Financial Services's SU Position: Q2 2026 in Review

Sowell Financial Services increased its Suncor Energy (SU) stake by 9.3% in Q2 2026, buying an estimated $39K and bringing the position to 7,210 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #764.

Sowell Financial Services first reported a position in SU in Q3 2019 and has held it in 15 quarters since. The position peaked at $436K in Q1 2026. 105 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Sowell Financial Services held 7,210 shares of Suncor Energy worth $387K as of Q2 2026.
  • Sowell Financial Services bought 616 Suncor Energy shares in Q2 2026, an estimated $39K.
  • Suncor Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #764 holding.
  • Sowell Financial Services first reported a position in Suncor Energy in Q3 2019 and has held it in 15 quarters since.
  • Sowell Financial Services's Suncor Energy position peaked at $436K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.