PWPS
CTRA

Pinnacle Wealth Planning Services’s Coterra Energy CTRA Stock Holding History

Pinnacle Wealth Planning Services’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
-1,446
Closed -$50.8K – 2768
2026
Q1 		$50.8K Buy
1,446
+174
+14% +$5.23K 0.01% 1193
2025
Q4 		$33.5K Buy
+1,272
New +$32.1K ﹤0.01% 1447
2021
Q1 		– Sell
-2,920
Closed -$48K – 720
2020
Q4 		$48K Buy
+2,920
New +$51.3K 0.01% 814

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

Pinnacle Wealth Planning Services's CTRA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 1,446 shares — an estimated $50.8K sold.

Pinnacle Wealth Planning Services first reported a position in CTRA in Q4 2020 and held it in 3 quarters. The position peaked at $50.8K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,446 Coterra Energy shares in Q2 2026, an estimated $50.8K.
  • Pinnacle Wealth Planning Services first reported a position in Coterra Energy in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Coterra Energy position peaked at $50.8K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.