GI
CTRA

Gradient Investments’s Coterra Energy CTRA Stock Holding History

Gradient Investments’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
-64,845
Closed -$2.28M – 454
2026
Q1 		$2.28M Buy
+64,845
New +$1.95M 0.04% 244
2024
Q3 		– Sell
-64
Closed -$1.71K – 514
2024
Q2 		$1.71K Sell
64
-568
-90% -$15.7K ﹤0.01% 1010
2024
Q1 		$17.6K Sell
632
-60
-9% -$1.54K ﹤0.01% 567
2023
Q4 		$17.7K Buy
692
+543
+364% +$14.5K ﹤0.01% 724
2023
Q3 		$4.03K Sell
149
-1,159
-89% -$31.6K ﹤0.01% 1003
2023
Q2 		$33.1K Buy
1,308
+1,245
+1,976% +$31K ﹤0.01% 589
2023
Q1 		$1.55K Sell
63
-7
-10% -$172 ﹤0.01% 1143
2022
Q4 		$1.72K Buy
70
+55
+367% +$1.52K ﹤0.01% 1118
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1371
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1241
2022
Q1 		$0 Buy
+15
New +$350 ﹤0.01% 1203
2020
Q2 		– Sell
-500
Closed -$9K – 1071
2020
Q1 		$9K Buy
+500
New +$7.91K ﹤0.01% 664
2018
Q2 		– Sell
-9
Closed – – 1012
2018
Q1 		$0 Hold
9
– – ﹤0.01% 1032
2017
Q4 		$0 Buy
+9
New +$247 ﹤0.01% 1020

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

Gradient Investments's CTRA Position: Q2 2026 in Review

Gradient Investments sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 64,845 shares — an estimated $2.28M sold.

Gradient Investments first reported a position in CTRA in Q4 2017 and held it in 14 quarters. The position peaked at $2.28M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Gradient Investments reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Gradient Investments sold 64,845 Coterra Energy shares in Q2 2026, an estimated $2.28M.
  • Gradient Investments first reported a position in Coterra Energy in Q4 2017 and held it in 14 quarters.
  • Gradient Investments's Coterra Energy position peaked at $2.28M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.