Venturi Wealth Management’s Suncor Energy SU Stock Holding History

Venturi 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	–	Sell	-3,478	Closed	-$230K	–	676
2026 Q1	$230K	Buy	+3,478	New	+$192K	0.01%	539
2025 Q1	–	Sell	-2,083	Closed	-$74.3K	–	1666
2024 Q4	$74.3K	Sell	2,083 -19	-0.9%	-$731	﹤0.01%	884
2024 Q3	$77.6K	Buy	2,102 +102	+5%	+$3.94K	﹤0.01%	638
2024 Q2	$76.2K	Hold	2,000	–	–	﹤0.01%	560
2024 Q1	$73.8K	Hold	2,000	–	–	﹤0.01%	454
2023 Q4	$64.1K	Hold	2,000	–	–	﹤0.01%	464
2023 Q3	$68.8K	Buy	+2,000	New	+$64.1K	0.01%	438
2023 Q2	–	Sell	-2,000	Closed	-$62.1K	–	1263
2023 Q1	$62.1K	Buy	+2,000	New	+$65K	0.01%	449
2018 Q1	–	Sell	-18,000	Closed	-$661K	–	192
2017 Q4	$661K	Buy	18,000 +1,000	+6%	+$34.7K	0.13%	129
2017 Q3	$589K	Buy	17,000 +6,000	+55%	+$192K	0.12%	127
2017 Q2	$321K	Buy	+11,000	New	+$338K	0.07%	151

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Venturi Wealth Management sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 3,478 shares — an estimated $230K sold.

Venturi Wealth Management first reported a position in SU in Q2 2017 and held it in 11 quarters. The position peaked at $661K in Q4 2017. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Venturi Wealth Management reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Venturi Wealth Management sold 3,478 Suncor Energy shares in Q2 2026, an estimated $230K.
Venturi Wealth Management first reported a position in Suncor Energy in Q2 2017 and held it in 11 quarters.
Venturi Wealth Management's Suncor Energy position peaked at $661K in Q4 2017.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.