CPG
CTRA

Cornerstone Planning Group’s Coterra Energy CTRA Stock Holding History

Cornerstone Planning 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
2026
Q2 		– Sell
-273
Closed -$9.7K – 1889
2026
Q1 		$9.7K Buy
273
+45
+20% +$1.35K ﹤0.01% 900
2025
Q4 		$6.34K Sell
228
-55
-19% -$1.39K ﹤0.01% 914
2025
Q3 		$6.62K Buy
283
+2
+0.7% +$48 ﹤0.01% 878
2025
Q2 		$6.83K Sell
281
-590
-68% -$15K ﹤0.01% 649
2025
Q1 		$22.1K Buy
871
+555
+176% +$15.5K 0.01% 393
2024
Q4 		$8.79K Buy
316
+52
+20% +$1.29K ﹤0.01% 456
2024
Q3 		$6.29K Sell
264
-146
-36% -$3.6K ﹤0.01% 523
2024
Q2 		$9.53K Sell
410
-55
-12% -$1.52K ﹤0.01% 446
2024
Q1 		$13.1K Buy
465
+69
+17% +$1.77K ﹤0.01% 360
2023
Q4 		$10.1K Hold
396
– – ﹤0.01% 425
2023
Q3 		$10.7K Hold
396
– – ﹤0.01% 412
2023
Q2 		$10K Buy
+396
New +$9.85K ﹤0.01% 664
2022
Q4 		$6.81K Buy
+269
New +$7.42K ﹤0.01% 760

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Cornerstone Planning Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 273 shares — an estimated $9.7K sold.

Cornerstone Planning Group first reported a position in CTRA in Q4 2022 and held it in 13 quarters. The position peaked at $22.1K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 273 Coterra Energy shares in Q2 2026, an estimated $9.7K.
  • Cornerstone Planning Group first reported a position in Coterra Energy in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Coterra Energy position peaked at $22.1K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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