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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

SU holding history

Suncor Energy Inc in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SU overviewAll 13F holders of SUFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of SU by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,478−100.0%Sold outHolders
Q1 20263,478$229.9K<0.1%+3,478NewHolders
Q1 20250$00.0%−2,083−100.0%Sold outHolders
Q4 20242,083$74.3K<0.1%−19−0.9%ReducedHolders
Q3 20242,102$77.6K<0.1%+102+5.1%AddedHolders
Q2 20242,000$76.2K<0.1%00.0%UnchangedHolders
Q1 20242,000$73.8K<0.1%00.0%UnchangedHolders
Q4 20232,000$64.1K<0.1%00.0%UnchangedHolders
Q3 20232,000$68.8K<0.1%+2,000NewHolders
Q2 20230$00.0%−2,000−100.0%Sold outHolders
Q1 20232,000$62.1K<0.1%+2,000NewHolders