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 Q3	$721K	Sell	10,620 -1,261	-11%	-$82K	0.11%	190
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

VisionPoint Advisory Group's SU Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Suncor Energy (SU) stake by 11% in Q3 2026, selling an estimated $82K and leaving 10,620 shares worth $721K. The position accounts for 0.11% of the portfolio, ranked #190.

VisionPoint Advisory Group first reported a position in SU in Q2 2023 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold SU as of Q3 2026.

VisionPoint Advisory Group held 10,620 shares of Suncor Energy worth $721K as of Q3 2026.
VisionPoint Advisory Group sold 1,261 Suncor Energy shares in Q3 2026, an estimated $82K.
Suncor Energy made up 0.11% of VisionPoint Advisory Group's portfolio in Q3 2026, its #190 holding.
VisionPoint Advisory Group first reported a position in Suncor Energy in Q2 2023 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.