Cornerstone Planning Group
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Cornerstone Planning Group’s Suncor Energy SU Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-243
Closed -$15.7K – 1500
2026
Q2 		$15.7K Sell
243
-50
-17% -$3.17K ﹤0.01% 742
2026
Q1 		$20.4K Buy
293
+22
+8% +$1.22K ﹤0.01% 660
2025
Q4 		$14.4K Sell
271
-4,654
-94% -$197K ﹤0.01% 686
2025
Q3 		$262K Buy
4,925
+4,773
+3,140% +$191K 0.04% 117
2025
Q2 		$5.97K Buy
152
+10
+7% +$362 ﹤0.01% 683
2025
Q1 		$4.98K Buy
142
+64
+82% +$2.44K ﹤0.01% 738
2024
Q4 		$3.02K Sell
78
-4
-5% -$154 ﹤0.01% 689
2024
Q3 		$3.12K Buy
82
+11
+15% +$425 ﹤0.01% 675
2024
Q2 		$2.59K Sell
71
-2
-3% -$77 ﹤0.01% 712
2024
Q1 		$2.79K Buy
73
+50
+217% +$1.68K ﹤0.01% 608
2023
Q4 		$737 Hold
23
– – ﹤0.01% 747
2023
Q3 		$791 Sell
23
-149
-87% -$4.78K ﹤0.01% 831
2023
Q2 		$5.04K Buy
+172
New +$5.14K ﹤0.01% 891
2022
Q4 		$9.7K Buy
+294
New +$9.7K ﹤0.01% 659

Other funds holding SU

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return

Cornerstone Planning Group's SU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Suncor Energy (SU) in Q3 2026, closing a stake of 243 shares — an estimated $15.7K sold.

Cornerstone Planning Group first reported a position in SU in Q4 2022 and held it in 14 quarters. The position peaked at $262K in Q3 2025. 144 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Suncor Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 243 Suncor Energy shares in Q3 2026, an estimated $15.7K.
  • Cornerstone Planning Group first reported a position in Suncor Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Suncor Energy position peaked at $262K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.