HAG
CTRA

HighPoint Advisor Group’s Coterra Energy CTRA Stock Holding History

HighPoint Advisor 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
-14,720
Closed -$517K – 694
2026
Q1 		$517K Sell
14,720
-42,065
-74% -$1.26M 0.02% 415
2025
Q4 		$1.49M Buy
56,785
+17,742
+45% +$447K 0.03% 379
2025
Q3 		$923K Buy
39,043
+7,884
+25% +$190K 0.04% 274
2025
Q2 		$791K Buy
31,159
+19,761
+173% +$501K 0.04% 284
2025
Q1 		$291K Buy
11,398
+313
+3% +$8.73K 0.02% 502
2024
Q4 		$316K Buy
11,085
+671
+6% +$16.7K 0.02% 489
2024
Q3 		$237K Sell
10,414
-1,455
-12% -$35.9K 0.01% 568
2024
Q2 		$305K Buy
11,869
+10
+0.1% +$277 0.02% 469
2024
Q1 		$332K Buy
11,859
+48
+0.4% +$1.23K 0.02% 436
2023
Q4 		$329K Buy
+11,811
New +$316K 0.02% 447
2022
Q2 		$321K Buy
+12,666
New +$384K 0.04% 385

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

HighPoint Advisor Group's CTRA Position: Q2 2026 in Review

HighPoint Advisor Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 14,720 shares — an estimated $517K sold.

HighPoint Advisor Group first reported a position in CTRA in Q2 2022 and held it in 11 quarters. The position peaked at $1.49M in Q4 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • HighPoint Advisor Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 14,720 Coterra Energy shares in Q2 2026, an estimated $517K.
  • HighPoint Advisor Group first reported a position in Coterra Energy in Q2 2022 and held it in 11 quarters.
  • HighPoint Advisor Group's Coterra Energy position peaked at $1.49M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.