Annis Gardner Whiting Capital Advisors’s Suncor Energy SU Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-291	Closed	-$19.2K	–	1134
2026 Q1	$19.2K	Buy	291 +240	+471%	+$13.3K	﹤0.01%	744
2025 Q4	$2.26K	Buy	+51	New	+$2.15K	﹤0.01%	944
2025 Q3	–	Sell	-113	Closed	-$4.23K	–	1415
2025 Q2	$4.23K	Buy	+113	New	+$4.09K	﹤0.01%	877
2024 Q4	–	Sell	-35	Closed	-$1.29K	–	807
2024 Q3	$1.29K	Hold	35	–	–	﹤0.01%	725
2024 Q2	$1.33K	Hold	35	–	–	﹤0.01%	875
2024 Q1	$1.29K	Hold	35	–	–	﹤0.01%	865
2023 Q4	$1.12K	Hold	35	–	–	﹤0.01%	661
2023 Q3	$1.2K	Buy	+35	New	+$1.12K	﹤0.01%	640

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

Annis Gardner Whiting Capital Advisors's SU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 291 shares — an estimated $19.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SU in Q3 2023 and held it in 8 quarters. The position peaked at $19.2K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 291 Suncor Energy shares in Q2 2026, an estimated $19.2K.
Annis Gardner Whiting Capital Advisors first reported a position in Suncor Energy in Q3 2023 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Suncor Energy position peaked at $19.2K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.