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Twin Peaks Wealth Advisors’s Suncor Energy SU Stock Holding History

Twin Peaks Wealth 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 		– Sell
-257
Closed -$17K – 1949
2026
Q1 		$17K Buy
+257
New +$14.2K ﹤0.01% 791
2025
Q3 		– Sell
-212
Closed -$8.23K – 1877
2025
Q2 		$8.23K Buy
+212
New +$7.67K ﹤0.01% 1041

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's SU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 257 shares — an estimated $17K sold.

Twin Peaks Wealth Advisors first reported a position in SU in Q2 2025 and held it in 2 quarters. The position peaked at $17K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 257 Suncor Energy shares in Q2 2026, an estimated $17K.
  • Twin Peaks Wealth Advisors first reported a position in Suncor Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Suncor Energy position peaked at $17K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.