LPL Financial
CTRA

LPL Financial’s Coterra Energy CTRA Stock Holding History

LPL 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
2024
Q2 		– Sell
-82
Closed -$229K – 5045
2024
Q1 		$229K Sell
82
-66,218
-100% -$1.7M ﹤0.01% 4405
2023
Q4 		$1.69M Buy
+66,300
New +$1.78M ﹤0.01% 2568

Other funds holding CTRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial's CTRA Position: Q1 2026 in Review

LPL Financial reduced its Coterra Energy (CTRA) stake by 19% in Q1 2026, selling an estimated $2.87M and leaving 414,573 shares worth $14.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

LPL Financial first reported a position in CTRA in Q2 2013 and has held it in 47 quarters since. The position peaked at $17.5M in Q1 2025. 954 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • LPL Financial held 414,573 shares of Coterra Energy worth $14.6M as of Q1 2026.
  • LPL Financial sold 95,533 Coterra Energy shares in Q1 2026, an estimated $2.87M.
  • Coterra Energy made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1706 holding.
  • LPL Financial first reported a position in Coterra Energy in Q2 2013 and has held it in 47 quarters since.
  • LPL Financial's Coterra Energy position peaked at $17.5M in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.