Pinnacle Wealth Planning Services’s Suncor Energy SU Stock Holding History

Pinnacle Wealth Planning Services’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	$212K	Hold	3,952	–	–	0.02%	498
2026 Q1	$261K	Sell	3,952 -87	-2%	-$4.81K	0.03%	382
2025 Q4	$179K	Buy	+4,039	New	+$171K	0.02%	504
2025 Q2	–	Sell	-5,549	Closed	-$215K	–	479
2025 Q1	$215K	Buy	+5,549	New	+$212K	0.03%	345
2024 Q4	–	Sell	-7,695	Closed	-$284K	–	545
2024 Q3	$284K	Hold	7,695	–	–	0.04%	321
2024 Q2	$293K	Hold	7,695	–	–	0.04%	296
2024 Q1	$284K	Buy	7,695 +395	+5%	+$13.3K	0.04%	314
2023 Q4	$234K	Buy	7,300 +540	+8%	+$17.6K	0.04%	346
2023 Q3	$232K	Buy	+6,760	New	+$217K	0.04%	323
2023 Q2	–	Sell	-6,769	Closed	-$210K	–	509
2023 Q1	$210K	Sell	6,769 -128	-2%	-$4.16K	0.03%	378
2022 Q4	$219K	Buy	+6,897	New	+$227K	0.04%	339
2022 Q3	–	Sell	-6,708	Closed	-$235K	–	445
2022 Q2	$235K	Buy	6,708 +131	+2%	+$4.77K	0.04%	303
2022 Q1	$214K	Buy	+6,577	New	+$195K	0.04%	362
2021 Q1	–	Sell	-4,917	Closed	-$83K	–	1741
2020 Q4	$83K	Buy	+4,917	New	+$72.2K	0.02%	559

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

Pinnacle Wealth Planning Services's SU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Suncor Energy (SU) position steady in Q2 2026 at 3,952 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #498.

Pinnacle Wealth Planning Services first reported a position in SU in Q4 2020 and has held it in 14 quarters since. The position peaked at $293K in Q2 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Pinnacle Wealth Planning Services held 3,952 shares of Suncor Energy worth $212K as of Q2 2026.
Pinnacle Wealth Planning Services left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #498 holding.
Pinnacle Wealth Planning Services first reported a position in Suncor Energy in Q4 2020 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's Suncor Energy position peaked at $293K in Q2 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.