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 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 $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

Pinnacle Wealth Planning Services's SU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Suncor Energy (SU) stake by 2.2% in Q1 2026, selling an estimated $4.81K and leaving 3,952 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #382.

Pinnacle Wealth Planning Services first reported a position in SU in Q4 2020 and has held it in 13 quarters since. The position peaked at $293K in Q2 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Pinnacle Wealth Planning Services held 3,952 shares of Suncor Energy worth $261K as of Q1 2026.
Pinnacle Wealth Planning Services sold 87 Suncor Energy shares in Q1 2026, an estimated $4.81K.
Suncor Energy made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #382 holding.
Pinnacle Wealth Planning Services first reported a position in Suncor Energy in Q4 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Suncor Energy position peaked at $293K in Q2 2024.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.