HHM Wealth Advisors’s Suncor Energy SU Stock Holding History

HHM Wealth 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	$34.7K	Buy	647 +124	+24%	+$7.85K	﹤0.01%	436
2026 Q1	$34.6K	Hold	523	–	–	﹤0.01%	417
2025 Q4	$23.2K	Sell	523 -325	-38%	-$13.7K	﹤0.01%	474
2025 Q3	$35.5K	Hold	848	–	–	﹤0.01%	426
2025 Q2	$31.8K	Hold	848	–	–	﹤0.01%	441
2025 Q1	$32.8K	Hold	848	–	–	﹤0.01%	427
2024 Q4	$30.3K	Buy	848 +325	+62%	+$12.5K	﹤0.01%	433
2024 Q3	$19.3K	Hold	523	–	–	﹤0.01%	472
2024 Q2	$19.9K	Hold	523	–	–	﹤0.01%	451
2024 Q1	$19.3K	Hold	523	–	–	﹤0.01%	417
2023 Q4	$16.8K	Hold	523	–	–	﹤0.01%	436
2023 Q3	$18K	Hold	523	–	–	﹤0.01%	417
2023 Q2	$15.3K	Hold	523	–	–	﹤0.01%	457
2023 Q1	$16.2K	Buy	+523	New	+$17K	﹤0.01%	446
2022 Q3	–	Sell	-262	Closed	-$9K	–	795
2022 Q2	$9K	Buy	+262	New	+$9.54K	﹤0.01%	561

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

HHM Wealth Advisors's SU Position: Q2 2026 in Review

HHM Wealth Advisors increased its Suncor Energy (SU) stake by 24% in Q2 2026, buying an estimated $7.85K and bringing the position to 647 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

HHM Wealth Advisors first reported a position in SU in Q2 2022 and has held it in 15 quarters since. The position peaked at $35.5K in Q3 2025. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

HHM Wealth Advisors held 647 shares of Suncor Energy worth $34.7K as of Q2 2026.
HHM Wealth Advisors bought 124 Suncor Energy shares in Q2 2026, an estimated $7.85K.
Suncor Energy made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #436 holding.
HHM Wealth Advisors first reported a position in Suncor Energy in Q2 2022 and has held it in 15 quarters since.
HHM Wealth Advisors's Suncor Energy position peaked at $35.5K in Q3 2025.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.