CIBC Private Wealth Group
CTRA

CIBC Private Wealth Group’s Coterra Energy CTRA Stock Holding History

CIBC Private 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
Q4 		$255K Sell
9,704
-4,800
-33% -$121K ﹤0.01% 1082
2025
Q3 		$343K Sell
14,504
-497
-3% -$12K ﹤0.01% 975
2025
Q2 		$381K Sell
15,001
-3,421
-19% -$86.7K ﹤0.01% 902
2025
Q1 		$453K Buy
18,422
+424
+2% +$11.8K ﹤0.01% 836
2024
Q4 		$489K Sell
17,998
-340
-2% -$8.45K ﹤0.01% 867
2024
Q3 		$439K Buy
18,338
+666
+4% +$16.4K ﹤0.01% 910
2024
Q2 		$470K Buy
17,672
+5,603
+46% +$155K ﹤0.01% 835
2024
Q1 		$338K Sell
12,069
-2,739
-18% -$70.2K ﹤0.01% 934
2023
Q4 		$378K Buy
14,808
+4,214
+40% +$113K ﹤0.01% 864
2023
Q3 		$287K Buy
+10,594
New +$289K ﹤0.01% 897
2022
Q3 		– Sell
-4,884
Closed -$126K – 964
2022
Q2 		$126K Sell
4,884
-4,869
-50% -$148K ﹤0.01% 911
2022
Q1 		$263K Sell
9,753
-1,448
-13% -$33.8K ﹤0.01% 882
2021
Q4 		$213K Buy
+11,201
New +$234K ﹤0.01% 955
2021
Q3 		– Sell
-11,054
Closed -$193K – 949
2021
Q2 		$193K Sell
11,054
-294
-3% -$5K ﹤0.01% 998
2021
Q1 		$213K Sell
11,348
-239
-2% -$4.4K ﹤0.01% 981
2020
Q4 		$189K Sell
11,587
-35,894
-76% -$631K ﹤0.01% 950
2020
Q3 		$816K Buy
+47,481
New +$888K ﹤0.01% 596
2020
Q2 		– Sell
-49,103
Closed -$844K – 638
2020
Q1 		$844K Buy
+49,103
New +$777K ﹤0.01% 533
2019
Q3 		– Sell
-13,625
Closed -$313K – 900
2019
Q2 		$313K Buy
+13,625
New +$347K ﹤0.01% 801
2018
Q3 		– Sell
-2,940
Closed -$70K – 1118
2018
Q2 		$70K Sell
2,940
-1,023
-26% -$23.9K ﹤0.01% 1092
2018
Q1 		$95K Buy
3,963
+5
+0.1% +$128 ﹤0.01% 1032
2017
Q4 		$113K Buy
+3,958
New +$109K ﹤0.01% 1013
2014
Q4 		– Sell
-131,212
Closed -$4.29M – 608
2014
Q3 		$4.29M Sell
131,212
-71
-0.1% -$2.37K 0.03% 298
2014
Q2 		$4.48M Sell
131,283
-1,025
-0.8% -$36.7K 0.04% 286
2014
Q1 		$4.62M Buy
+132,308
New +$4.89M 0.04% 278

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's CTRA Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Coterra Energy (CTRA) stake by 33% in Q4 2025, selling an estimated $121K and leaving 9,704 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

CIBC Private Wealth Group first reported a position in CTRA in Q1 2014 and has held it in 25 quarters since. The position peaked at $4.62M in Q1 2014. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • CIBC Private Wealth Group held 9,704 shares of Coterra Energy worth $255K as of Q4 2025.
  • CIBC Private Wealth Group sold 4,800 Coterra Energy shares in Q4 2025, an estimated $121K.
  • Coterra Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1082 holding.
  • CIBC Private Wealth Group first reported a position in Coterra Energy in Q1 2014 and has held it in 25 quarters since.
  • CIBC Private Wealth Group's Coterra Energy position peaked at $4.62M in Q1 2014.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.