KF
CTRA

Krilogy Financial’s Coterra Energy CTRA Stock Holding History

Krilogy Financial’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
-9,357
Closed -$299K – 1089
2026
Q1 		$299K Buy
9,357
+117
+1% +$3.52K 0.01% 743
2025
Q4 		$253K Buy
9,240
+9
+0.1% +$227 0.01% 796
2025
Q3 		$238K Sell
9,231
-8,596
-48% -$207K 0.01% 766
2025
Q2 		$452K Hold
17,827
– – 0.03% 223
2025
Q1 		$515K Buy
17,827
+117
+0.7% +$3.26K 0.03% 201
2024
Q4 		$452K Sell
17,710
-24
-0.1% -$597 0.03% 200
2024
Q3 		$425K Sell
17,734
-497
-3% -$12.3K 0.03% 200
2024
Q2 		$486K Buy
18,231
+502
+3% +$13.9K 0.04% 207
2024
Q1 		$494K Buy
+17,729
New +$455K 0.04% 203
2023
Q1 		– Sell
-15,406
Closed -$379K – 408
2022
Q4 		$379K Buy
+15,406
New +$425K 0.04% 296

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

Krilogy Financial's CTRA Position: Q2 2026 in Review

Krilogy Financial sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 9,357 shares — an estimated $299K sold.

Krilogy Financial first reported a position in CTRA in Q4 2022 and held it in 10 quarters. The position peaked at $515K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Krilogy Financial reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 9,357 Coterra Energy shares in Q2 2026, an estimated $299K.
  • Krilogy Financial first reported a position in Coterra Energy in Q4 2022 and held it in 10 quarters.
  • Krilogy Financial's Coterra Energy position peaked at $515K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.