DHJJ Financial Advisors’s Suncor Energy SU Stock Holding History

DHJJ Financial 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	$3.31K	Hold	50	–	–	﹤0.01%	696
2025 Q4	$2.22K	Hold	50	–	–	﹤0.01%	703
2025 Q3	$2.09K	Hold	50	–	–	﹤0.01%	683
2025 Q2	$1.87K	Hold	50	–	–	﹤0.01%	683
2025 Q1	$1.94K	Hold	50	–	–	﹤0.01%	638
2024 Q4	$1.78K	Hold	50	–	–	﹤0.01%	615
2024 Q3	$1.85K	Hold	50	–	–	﹤0.01%	597
2024 Q2	$1.91K	Hold	50	–	–	﹤0.01%	561
2024 Q1	$1.85K	Hold	50	–	–	﹤0.01%	551
2023 Q4	$1.6K	Hold	50	–	–	﹤0.01%	553
2023 Q3	$1.72K	Buy	+50	New	+$1.6K	﹤0.01%	554

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