Plante Moran Financial Advisors’s Suncor Energy SU Stock Holding History

Plante Moran 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 Q2	$27K	Buy	+503	New	+$31.9K	﹤0.01%	430
2024 Q4	–	Sell	-72	Closed	-$2.66K	–	983
2024 Q3	$2.66K	Buy	+72	New	+$2.78K	﹤0.01%	735
2022 Q3	–	Sell	-69	Closed	-$2K	–	1057
2022 Q2	$2K	Buy	+69	New	+$2.51K	﹤0.01%	847
2022 Q1	–	Sell	-5,427	Closed	-$136K	–	997
2021 Q4	$136K	Hold	5,427	–	–	0.02%	214
2021 Q3	$113K	Hold	5,427	–	–	0.03%	255
2021 Q2	$130K	Hold	5,427	–	–	0.03%	220
2021 Q1	$113K	Hold	5,427	–	–	0.03%	236
2020 Q4	$91K	Hold	5,427	–	–	0.03%	266
2020 Q3	$66K	Hold	5,427	–	–	0.02%	280
2020 Q2	$91K	Hold	5,427	–	–	0.04%	222
2020 Q1	$86K	Hold	5,427	–	–	0.04%	204
2019 Q4	$178K	Buy	+5,427	New	+$169K	0.06%	165
2019 Q3	–	Sell	-130	Closed	-$4K	–	908
2019 Q2	$4K	Buy	+130	New	+$4.16K	﹤0.01%	679
2018 Q3	–	Sell	-1,189	Closed	-$48K	–	841
2018 Q2	$48K	Sell	1,189 -1,390	-54%	-$54.2K	0.02%	334
2018 Q1	$89K	Buy	2,579 +1,386	+116%	+$48.3K	0.05%	253
2017 Q4	$44K	Sell	1,193 -1,366	-53%	-$47.4K	0.02%	370
2017 Q3	$90K	Buy	2,559 +10	+0.4%	+$319	0.05%	218
2017 Q2	$74K	Buy	2,549 +708	+38%	+$21.8K	0.05%	253
2017 Q1	$57K	Buy	1,841 +1,047	+132%	+$33K	0.03%	293
2016 Q4	$26K	Buy	794 +700	+745%	+$21.5K	0.02%	446
2016 Q3	$3K	Sell	94 -158	-63%	-$4.32K	﹤0.01%	801
2016 Q2	$7K	Buy	252 +158	+168%	+$4.33K	0.01%	582
2016 Q1	$3K	Buy	+94	New	+$2.27K	﹤0.01%	672
2014 Q1	–	Sell	-64	Closed	-$2K	–	689
2013 Q4	$2K	Buy	+64	New	+$2.25K	﹤0.01%	632

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

Plante Moran Financial Advisors's SU Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Suncor Energy (SU) in Q2 2026: 503 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SU as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in SU in Q4 2013 and has held it in 24 quarters since. The position peaked at $178K in Q4 2019. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Plante Moran Financial Advisors held 503 shares of Suncor Energy worth $27K as of Q2 2026.
Suncor Energy was a new Plante Moran Financial Advisors position in Q2 2026.
Suncor Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #430 holding.
Plante Moran Financial Advisors first reported a position in Suncor Energy in Q4 2013 and has held it in 24 quarters since.
Plante Moran Financial Advisors's Suncor Energy position peaked at $178K in Q4 2019.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.