PIM
CTRA

Plato Investment Management’s Coterra Energy CTRA Stock Holding History

Plato Investment Management’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
Q1 		– Sell
-623
Closed -$16.5K – 525
2025
Q4 		$16.5K Hold
623
– – ﹤0.01% 460
2025
Q3 		$14.6K Hold
623
– – ﹤0.01% 464
2025
Q2 		$15.8K Sell
623
-1,451
-70% -$36.8K ﹤0.01% 469
2025
Q1 		$60.6K Buy
2,074
+387
+23% +$10.8K 0.01% 447
2024
Q4 		$43.2K Buy
+1,687
New +$41.9K ﹤0.01% 502

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Plato Investment Management's CTRA Position: Q1 2026 in Review

Plato Investment Management sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 623 shares — an estimated $16.5K sold.

Plato Investment Management first reported a position in CTRA in Q4 2024 and held it in 5 quarters. The position peaked at $60.6K in Q1 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Plato Investment Management reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Plato Investment Management sold 623 Coterra Energy shares in Q1 2026, an estimated $16.5K.
  • Plato Investment Management first reported a position in Coterra Energy in Q4 2024 and held it in 5 quarters.
  • Plato Investment Management's Coterra Energy position peaked at $60.6K in Q1 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.