GIA
CTRA

Gladstone Institutional Advisory’s Coterra Energy CTRA Stock Holding History

Gladstone Institutional Advisory’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
-6,140
Closed -$216K – 901
2026
Q1 		$216K Buy
+6,140
New +$185K 0.01% 782
2025
Q3 		– Sell
-9,597
Closed -$244K – 794
2025
Q2 		$244K Buy
9,597
+367
+4% +$9.3K 0.01% 652
2025
Q1 		$267K Buy
9,230
+870
+10% +$24.3K 0.01% 614
2024
Q4 		$214K Sell
8,360
-575
-6% -$14.3K 0.01% 657
2024
Q3 		$214K Buy
+8,935
New +$220K 0.01% 644
2024
Q1 		– Sell
-8,509
Closed -$217K – 654
2023
Q4 		$217K Buy
8,509
+615
+8% +$16.5K 0.01% 610
2023
Q3 		$214K Buy
+7,894
New +$215K 0.01% 567
2023
Q2 		– Sell
-12,488
Closed -$306K – 648
2023
Q1 		$306K Buy
12,488
+1,861
+18% +$45.7K 0.02% 514
2022
Q4 		$261K Sell
10,627
-365
-3% -$10.1K 0.02% 536
2022
Q3 		$287K Sell
10,992
-127
-1% -$3.64K 0.02% 504
2022
Q2 		$287K Buy
+11,119
New +$337K 0.02% 514

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

Gladstone Institutional Advisory's CTRA Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 6,140 shares — an estimated $216K sold.

Gladstone Institutional Advisory first reported a position in CTRA in Q2 2022 and held it in 11 quarters. The position peaked at $306K in Q1 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,140 Coterra Energy shares in Q2 2026, an estimated $216K.
  • Gladstone Institutional Advisory first reported a position in Coterra Energy in Q2 2022 and held it in 11 quarters.
  • Gladstone Institutional Advisory's Coterra Energy position peaked at $306K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.