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Cornerstone Planning Group’s Spruce Power Holding Corp SPRU Stock Holding History

Cornerstone Planning Group’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29
Closed -$79 – 1676
2024
Q4 		$79 Hold
29
– – ﹤0.01% 1359
2024
Q3 		$75 Hold
29
– – ﹤0.01% 1263
2024
Q2 		$92 Hold
29
– – ﹤0.01% 1203
2024
Q1 		$132 Hold
29
– – ﹤0.01% 1034
2023
Q4 		$128 Hold
29
– – ﹤0.01% 891
2023
Q3 		$160 Buy
+29
New +$193 ﹤0.01% 1048

Other funds holding SPRU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cornerstone Planning Group's SPRU Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Spruce Power Holding Corp (SPRU) in Q1 2025, closing a stake of 29 shares — an estimated $79 sold.

Cornerstone Planning Group first reported a position in SPRU in Q3 2023 and held it in 6 quarters. The position peaked at $160 in Q3 2023. 32 funds tracked by Wall St. Rank hold SPRU as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Spruce Power Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Spruce Power Holding Corp shares in Q1 2025, an estimated $79.
  • Cornerstone Planning Group first reported a position in Spruce Power Holding Corp in Q3 2023 and held it in 6 quarters.
  • Cornerstone Planning Group's Spruce Power Holding Corp position peaked at $160 in Q3 2023.
  • 32 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.