BWG
CTRA

Berry Wealth Group’s Coterra Energy CTRA Stock Holding History

Berry Wealth Group’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,115
Closed -$231K – 49
2025
Q2 		$231K Sell
9,115
-281
-3% -$7.13K 0.16% 90
2025
Q1 		$272K Sell
9,396
-1,847
-16% -$51.5K 0.21% 71
2024
Q4 		$287K Buy
+11,243
New +$279K 0.21% 62

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berry Wealth Group's CTRA Position: Q3 2025 in Review

Berry Wealth Group sold out of Coterra Energy (CTRA) in Q3 2025, closing a stake of 9,115 shares — an estimated $231K sold.

Berry Wealth Group first reported a position in CTRA in Q4 2024 and held it in 3 quarters. The position peaked at $287K in Q4 2024. 874 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • Berry Wealth Group reported no remaining Coterra Energy position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 9,115 Coterra Energy shares in Q3 2025, an estimated $231K.
  • Berry Wealth Group first reported a position in Coterra Energy in Q4 2024 and held it in 3 quarters.
  • Berry Wealth Group's Coterra Energy position peaked at $287K in Q4 2024.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.