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 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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return