KI
CTRA

Kapitalo Investimentos’s Coterra Energy CTRA Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-10,477
Closed -$268K – 144
2024
Q4 		$268K Buy
+10,477
New +$260K 0.18% 55
2023
Q4 		– Sell
-14,747
Closed -$399K – 566
2023
Q3 		$399K Buy
14,747
+9,312
+171% +$254K 0.05% 145
2023
Q2 		$138K Buy
+5,435
New +$135K 0.03% 308

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Kapitalo Investimentos's CTRA Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 10,477 shares — an estimated $268K sold.

Kapitalo Investimentos first reported a position in CTRA in Q2 2023 and held it in 3 quarters. The position peaked at $399K in Q3 2023. 920 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 10,477 Coterra Energy shares in Q1 2025, an estimated $268K.
  • Kapitalo Investimentos first reported a position in Coterra Energy in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Coterra Energy position peaked at $399K in Q3 2023.
  • 920 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.