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 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	$9.74K	Buy	+294	New	+$9.66K	﹤0.01%	659

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cornerstone Planning Group's SU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Suncor Energy (SU) stake by 17% in Q2 2026, selling an estimated $3.17K and leaving 243 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Cornerstone Planning Group first reported a position in SU in Q4 2022 and has held it in 14 quarters since. The position peaked at $262K in Q3 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Cornerstone Planning Group held 243 shares of Suncor Energy worth $15.7K as of Q2 2026.
Cornerstone Planning Group sold 50 Suncor Energy shares in Q2 2026, an estimated $3.17K.
Suncor Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #742 holding.
Cornerstone Planning Group first reported a position in Suncor Energy in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Suncor Energy position peaked at $262K in Q3 2025.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.