Cape Investment Advisory’s Suncor Energy SU Stock Holding History

Cape Investment Advisory’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	–	Sell	-300	Closed	-$13.3K	–	1083
2025 Q4	$13.3K	Buy	300 +125	+71%	+$5.28K	﹤0.01%	693
2025 Q3	$7.32K	Buy	175 +46	+36%	+$1.84K	0.01%	459
2025 Q2	$4.83K	Buy	129 +35	+37%	+$1.27K	﹤0.01%	763
2025 Q1	$3.64K	Sell	94 -32	-25%	-$1.22K	﹤0.01%	818
2024 Q4	$4.5K	Hold	126	–	–	﹤0.01%	763
2024 Q3	$4.65K	Hold	126	–	–	﹤0.01%	719
2024 Q2	$4.8K	Hold	126	–	–	﹤0.01%	671
2024 Q1	$4.65K	Sell	126 -1,572	-93%	-$52.9K	﹤0.01%	660
2023 Q4	$54.4K	Buy	1,698 +1,610	+1,830%	+$52.6K	0.03%	336
2023 Q3	$3.02K	Hold	88	–	–	﹤0.01%	748
2023 Q2	$2.58K	Buy	88 +26	+42%	+$778	﹤0.01%	750
2023 Q1	$1.93K	Buy	+62	New	+$2.02K	﹤0.01%	817

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