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Spire Wealth Management’s Suncor Energy SU Stock Holding History

Spire 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
2026
Q2 		$472K Sell
8,797
-330
-4% -$20.9K 0.01% 568
2026
Q1 		$603K Buy
9,127
+189
+2% +$10.4K 0.02% 498
2025
Q4 		$396K Buy
8,938
+35
+0.4% +$1.48K 0.01% 598
2025
Q3 		$372K Sell
8,903
-318
-3% -$12.8K 0.01% 610
2025
Q2 		$345K Sell
9,221
-9
-0.1% -$325 0.01% 602
2025
Q1 		$357K Buy
9,230
+482
+6% +$18.4K 0.01% 671
2024
Q4 		$312K Buy
8,748
+948
+12% +$36.5K 0.01% 693
2024
Q3 		$288K Buy
7,800
+98
+1% +$3.78K 0.01% 646
2024
Q2 		$293K Buy
7,702
+131
+2% +$5.06K 0.01% 624
2024
Q1 		$279K Buy
7,571
+607
+9% +$20.4K 0.01% 683
2023
Q4 		$219K Buy
6,964
+159
+2% +$5.19K 0.01% 733
2023
Q3 		$234K Buy
6,805
+5,126
+305% +$164K 0.01% 668
2023
Q2 		$49.2K Sell
1,679
-24
-1% -$718 ﹤0.01% 1205
2023
Q1 		$52.9K Buy
1,703
+207
+14% +$6.73K ﹤0.01% 1180
2022
Q4 		$47K Sell
1,496
-400
-21% -$13.1K ﹤0.01% 1012
2022
Q3 		$53K Sell
1,896
-2,558
-57% -$80.8K ﹤0.01% 935
2022
Q2 		$156K Sell
4,454
-256
-5% -$9.32K 0.01% 855
2022
Q1 		$153K Sell
4,710
-44
-0.9% -$1.31K ﹤0.01% 1002
2021
Q4 		$119K Buy
4,754
+6
+0.1% +$146 ﹤0.01% 1326
2021
Q3 		$98K Hold
4,748
– – ﹤0.01% 1203
2021
Q2 		$114K Sell
4,748
-147
-3% -$3.37K ﹤0.01% 1147
2021
Q1 		$102K Buy
+4,895
New +$95.9K ﹤0.01% 1396

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

Spire Wealth Management's SU Position: Q2 2026 in Review

Spire Wealth Management reduced its Suncor Energy (SU) stake by 3.6% in Q2 2026, selling an estimated $20.9K and leaving 8,797 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #568.

Spire Wealth Management first reported a position in SU in Q1 2021 and has held it in 22 quarters since. The position peaked at $603K in Q1 2026. 108 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Spire Wealth Management held 8,797 shares of Suncor Energy worth $472K as of Q2 2026.
  • Spire Wealth Management sold 330 Suncor Energy shares in Q2 2026, an estimated $20.9K.
  • Suncor Energy made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Spire Wealth Management first reported a position in Suncor Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Suncor Energy position peaked at $603K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.