Valeo Financial Advisors’s Suncor Energy SU Stock Holding History

Valeo Financial Advisors’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	$541K	Sell	10,073 -158	-2%	-$10K	0.01%	428
2026 Q1	$676K	Buy	10,231 +19	+0.2%	+$1.05K	0.02%	338
2025 Q4	$453K	Buy	10,212 +2,613	+34%	+$110K	0.01%	494
2025 Q3	$318K	Buy	7,599 +10	+0.1%	+$401	0.01%	589
2025 Q2	$284K	Sell	7,589 -492	-6%	-$17.8K	0.01%	596
2025 Q1	$313K	Buy	8,081 +3	+0%	+$114	0.01%	519
2024 Q4	$288K	Buy	8,078 +154	+2%	+$5.92K	0.01%	552
2024 Q3	$293K	Buy	7,924 +1,012	+15%	+$39.1K	0.01%	536
2024 Q2	$263K	Sell	6,912 -7	-0.1%	-$270	0.01%	537
2024 Q1	$272K	Sell	6,919 -2,048	-23%	-$68.9K	0.01%	539
2023 Q4	$287K	Sell	8,967 -391	-4%	-$12.8K	0.01%	502
2023 Q3	$322K	Sell	9,358 -12,131	-56%	-$389K	0.01%	437
2023 Q2	$630K	Sell	21,489 -8,780	-29%	-$263K	0.03%	276
2023 Q1	$940K	Sell	30,269 -6,683	-18%	-$217K	0.05%	221
2022 Q4	$1.17M	Buy	36,952 +3,262	+10%	+$107K	0.06%	168
2022 Q3	$948K	Buy	33,690 +240	+0.7%	+$7.58K	0.06%	170
2022 Q2	$1.17M	Buy	33,450 +12,138	+57%	+$442K	0.07%	146
2022 Q1	$695K	Buy	+21,312	New	+$633K	0.04%	261
2021 Q2	–	Sell	-3,558	Closed	-$74K	–	1664
2021 Q1	$74K	Buy	3,558 +1,002	+39%	+$19.6K	﹤0.01%	722
2020 Q4	$43K	Sell	2,556 -667	-21%	-$9.8K	﹤0.01%	828
2020 Q3	$39K	Buy	3,223 +146	+5%	+$2.29K	﹤0.01%	730
2020 Q2	$52K	Buy	3,077 +685	+29%	+$11.7K	﹤0.01%	712
2020 Q1	$39K	Sell	2,392 -2,895	-55%	-$75.9K	﹤0.01%	683
2019 Q4	$173K	Buy	5,287 +2,206	+72%	+$68.9K	0.02%	346
2019 Q3	$97K	Buy	3,081 +500	+19%	+$15K	0.01%	442
2019 Q2	$80K	Buy	2,581 +1,719	+199%	+$55K	0.01%	478
2019 Q1	$28K	Buy	862 +52	+6%	+$1.69K	﹤0.01%	690
2018 Q4	$23K	Sell	810 -325	-29%	-$10.8K	﹤0.01%	681
2018 Q3	$38K	Buy	1,135 +40	+4%	+$1.62K	0.01%	605
2018 Q2	$44K	Buy	1,095 +444	+68%	+$17.3K	0.01%	561
2018 Q1	$22K	Buy	651 +160	+33%	+$5.57K	﹤0.01%	693
2017 Q4	$18K	Buy	491 +275	+127%	+$9.55K	﹤0.01%	698
2017 Q3	$8K	Buy	+216	New	+$6.89K	﹤0.01%	763

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Valeo Financial Advisors's SU Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Suncor Energy (SU) stake by 1.5% in Q2 2026, selling an estimated $10K and leaving 10,073 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #428.

Valeo Financial Advisors first reported a position in SU in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.17M in Q2 2022. 116 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Valeo Financial Advisors held 10,073 shares of Suncor Energy worth $541K as of Q2 2026.
Valeo Financial Advisors sold 158 Suncor Energy shares in Q2 2026, an estimated $10K.
Suncor Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #428 holding.
Valeo Financial Advisors first reported a position in Suncor Energy in Q3 2017 and has held it in 33 quarters since.
Valeo Financial Advisors's Suncor Energy position peaked at $1.17M in Q2 2022.
116 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.