Northern Financial Advisors’s Suncor Energy SU Stock Holding History

Northern 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	$477K	Buy	7,209 +1,901	+36%	+$105K	0.35%	76
2025 Q4	$235K	Sell	5,308 -2,000	-27%	-$84.5K	0.27%	82
2025 Q3	$306K	Hold	7,308	–	–	0.16%	101
2025 Q2	$274K	Hold	7,308	–	–	0.21%	94
2025 Q1	$283K	Hold	7,308	–	–	0.23%	90
2024 Q4	$261K	Hold	7,308	–	–	0.21%	98
2024 Q3	$270K	Hold	7,308	–	–	0.2%	96
2024 Q2	$278K	Hold	7,308	–	–	0.22%	95
2024 Q1	$270K	Hold	7,308	–	–	0.21%	102
2023 Q4	$234K	Sell	7,308 -121	-2%	-$3.95K	0.2%	108
2023 Q3	$255K	Sell	7,429 -2,204	-23%	-$70.7K	0.23%	102
2023 Q2	$282K	Hold	9,633	–	–	0.25%	95
2023 Q1	$299K	Sell	9,633 -1,480	-13%	-$48.1K	0.28%	91
2022 Q4	$353K	Buy	+11,113	New	+$365K	0.4%	68

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Financial Advisors's SU Position: Q1 2026 in Review

Northern Financial Advisors increased its Suncor Energy (SU) stake by 36% in Q1 2026, buying an estimated $105K and bringing the position to 7,209 shares worth $477K. The position accounts for 0.35% of the portfolio, ranked #76.

Northern Financial Advisors first reported a position in SU in Q4 2022 and has held it in 14 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Northern Financial Advisors held 7,209 shares of Suncor Energy worth $477K as of Q1 2026.
Northern Financial Advisors bought 1,901 Suncor Energy shares in Q1 2026, an estimated $105K.
Suncor Energy made up 0.35% of Northern Financial Advisors's portfolio in Q1 2026, its #76 holding.
Northern Financial Advisors first reported a position in Suncor Energy in Q4 2022 and has held it in 14 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.