Center for Financial Planning’s Suncor Energy SU Stock Holding History

Center for Financial Planning’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	$8.05K	Hold	150	–	–	﹤0.01%	518
2026 Q1	$9.92K	Hold	150	–	–	﹤0.01%	494
2025 Q4	$6.65K	Hold	150	–	–	﹤0.01%	531
2025 Q3	$6.27K	Hold	150	–	–	﹤0.01%	531
2025 Q2	$5.62K	Hold	150	–	–	﹤0.01%	512
2025 Q1	$5.81K	Hold	150	–	–	﹤0.01%	522
2024 Q4	$5.35K	Hold	150	–	–	﹤0.01%	481
2024 Q3	$5.54K	Hold	150	–	–	﹤0.01%	455
2024 Q2	$5.71K	Hold	150	–	–	﹤0.01%	447
2024 Q1	$5.54K	Hold	150	–	–	﹤0.01%	467
2023 Q4	$4.81K	Hold	150	–	–	﹤0.01%	423
2023 Q3	$5.16K	Hold	150	–	–	﹤0.01%	416
2023 Q2	$4.4K	Hold	150	–	–	﹤0.01%	452
2023 Q1	$4.66K	Hold	150	–	–	﹤0.01%	421
2022 Q4	$4.76K	Hold	150	–	–	﹤0.01%	414
2022 Q3	$4K	Sell	150 -400	-73%	-$12.6K	﹤0.01%	452
2022 Q2	$19K	Hold	550	–	–	﹤0.01%	298
2022 Q1	$18K	Hold	550	–	–	﹤0.01%	316
2021 Q4	$14K	Hold	550	–	–	﹤0.01%	348
2021 Q3	$11K	Buy	550 +150	+38%	+$3K	﹤0.01%	352
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	370
2021 Q1	$8K	Hold	400	–	–	﹤0.01%	417
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	378
2020 Q3	$5K	Hold	400	–	–	﹤0.01%	365
2020 Q2	$7K	Hold	400	–	–	﹤0.01%	341
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	396
2019 Q4	$13K	Buy	+400	New	+$12.5K	﹤0.01%	291

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

Center for Financial Planning's SU Position: Q2 2026 in Review

Center for Financial Planning held its Suncor Energy (SU) position steady in Q2 2026 at 150 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Center for Financial Planning first reported a position in SU in Q4 2019 and has held it in 27 quarters since. The position peaked at $19K in Q2 2022. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Center for Financial Planning held 150 shares of Suncor Energy worth $8.05K as of Q2 2026.
Center for Financial Planning left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #518 holding.
Center for Financial Planning first reported a position in Suncor Energy in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Suncor Energy position peaked at $19K in Q2 2022.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.