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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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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