Miller Howard Investments’s Sunoco SUN Stock Holding History

Miller Howard Investments’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53M	Buy	816,233 +126,964	+18%	+$7.7M	1.45%	29
2025 Q4	$36.1M	Sell	689,269 -5,611	-0.8%	-$296K	1.09%	41
2025 Q3	$34.8M	Buy	694,880 +3,784	+0.5%	+$197K	1.06%	43
2025 Q2	$37M	Buy	691,096 +3,852	+0.6%	+$213K	1.17%	39
2025 Q1	$39.9M	Buy	687,244 +92,187	+15%	+$5.22M	1.27%	33
2024 Q4	$30.6M	Buy	595,057 +5,296	+0.9%	+$280K	1.01%	44
2024 Q3	$31.7M	Buy	589,761 +6,438	+1%	+$349K	0.98%	46
2024 Q2	$33M	Buy	583,323 +146,152	+33%	+$7.97M	1.09%	40
2024 Q1	$26.4M	Buy	437,171 +17,757	+4%	+$1.07M	0.86%	45
2023 Q4	$25.1M	Buy	419,414 +68,627	+20%	+$3.65M	0.88%	47
2023 Q3	$17.2M	Buy	350,787 +126,626	+56%	+$5.75M	0.63%	49
2023 Q2	$9.76M	Buy	+224,161	New	+$9.92M	0.35%	56

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return