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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
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 $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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Twin Peaks Wealth Advisors's SU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 257 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SU in Q2 2025 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 257 shares of Suncor Energy worth $17K as of Q1 2026.
  • Suncor Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Suncor Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #791 holding.
  • Twin Peaks Wealth Advisors first reported a position in Suncor Energy in Q2 2025 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.