KFI
CTRA

Key Financial Inc’s Coterra Energy CTRA Stock Holding History

Key Financial Inc’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
-120
Closed -$4.22K – 1370
2026
Q1 		$4.22K Sell
120
-102
-46% -$3.07K ﹤0.01% 1067
2025
Q4 		$5.84K Buy
222
+102
+85% +$2.57K ﹤0.01% 1007
2025
Q3 		$2.88K Hold
120
– – ﹤0.01% 1143
2025
Q2 		$3.05K Hold
120
– – ﹤0.01% 1124
2025
Q1 		$3.47K Hold
120
– – ﹤0.01% 1072
2024
Q4 		$3.06K Hold
120
– – ﹤0.01% 1091
2024
Q3 		$2.87K Hold
120
– – ﹤0.01% 1069
2024
Q2 		$3.2K Hold
120
– – ﹤0.01% 1046
2024
Q1 		$3.35K Hold
120
– – ﹤0.01% 1031
2023
Q4 		$3.06K Hold
120
– – ﹤0.01% 1044
2023
Q3 		$3.25K Hold
120
– – ﹤0.01% 1047
2023
Q2 		$3.04K Hold
120
– – ﹤0.01% 1104
2023
Q1 		$2.94K Hold
120
– – ﹤0.01% 895
2022
Q4 		$3.13K Hold
120
– – ﹤0.01% 874
2022
Q3 		$3K Hold
120
– – ﹤0.01% 873
2022
Q2 		$3K Hold
120
– – ﹤0.01% 874
2022
Q1 		$3K Hold
120
– – ﹤0.01% 859
2021
Q4 		$2K Buy
+120
New +$2.5K ﹤0.01% 811

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

Key Financial Inc's CTRA Position: Q2 2026 in Review

Key Financial Inc sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 120 shares — an estimated $4.22K sold.

Key Financial Inc first reported a position in CTRA in Q4 2021 and held it in 18 quarters. The position peaked at $5.84K in Q4 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Key Financial Inc reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 120 Coterra Energy shares in Q2 2026, an estimated $4.22K.
  • Key Financial Inc first reported a position in Coterra Energy in Q4 2021 and held it in 18 quarters.
  • Key Financial Inc's Coterra Energy position peaked at $5.84K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.