VisionPoint Advisory Group’s Suncor Energy SU Stock Holding History

VisionPoint Advisory Group’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	$638K	Buy	+11,881	New	+$752K	0.1%	216
2024 Q3	–	Sell	-27	Closed	-$1.03K	–	712
2024 Q2	$1.03K	Sell	27 -26	-49%	-$1K	﹤0.01%	718
2024 Q1	$1.96K	Hold	53	–	–	﹤0.01%	684
2023 Q4	$1.7K	Sell	53 -73	-58%	-$2.38K	﹤0.01%	646
2023 Q3	$4.33K	Sell	126 -27	-18%	-$866	﹤0.01%	514
2023 Q2	$4.49K	Buy	+153	New	+$4.58K	﹤0.01%	456

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

VisionPoint Advisory Group's SU Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Suncor Energy (SU) in Q2 2026: 11,881 shares worth $638K. The stake represents 0.1% of the portfolio and ranks #216 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in SU as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in SU in Q2 2023 and has held it in 6 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

VisionPoint Advisory Group held 11,881 shares of Suncor Energy worth $638K as of Q2 2026.
Suncor Energy was a new VisionPoint Advisory Group position in Q2 2026.
Suncor Energy made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #216 holding.
VisionPoint Advisory Group first reported a position in Suncor Energy in Q2 2023 and has held it in 6 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.