PFS
CTRA

Prospera Financial Services’s Coterra Energy CTRA Stock Holding History

Prospera Financial 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
2025
Q2 		– Sell
-7,382
Closed -$213K – 1323
2025
Q1 		$213K Buy
+7,382
New +$206K ﹤0.01% 1110
2024
Q3 		– Sell
-8,714
Closed -$232K – 1134
2024
Q2 		$232K Buy
8,714
+1,378
+19% +$38.2K 0.01% 1014
2024
Q1 		$205K Buy
+7,336
New +$188K 0.01% 1034
2023
Q3 		– Sell
-8,272
Closed -$209K – 1017
2023
Q2 		$209K Buy
+8,272
New +$206K 0.01% 935
2022
Q4 		– Sell
-23,976
Closed -$627K – 904
2022
Q3 		$627K Sell
23,976
-11,622
-33% -$333K 0.03% 473
2022
Q2 		$918K Sell
35,598
-335
-0.9% -$10.2K 0.05% 387
2022
Q1 		$969K Buy
+35,933
New +$840K 0.04% 432
2020
Q4 		– Sell
-4,043
Closed -$70K – 849
2020
Q3 		$70K Buy
+4,043
New +$75.6K 0.03% 510

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Prospera Financial Services's CTRA Position: Q2 2025 in Review

Prospera Financial Services sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 7,382 shares — an estimated $213K sold.

Prospera Financial Services first reported a position in CTRA in Q3 2020 and held it in 8 quarters. The position peaked at $969K in Q1 2022. 884 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Prospera Financial Services reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 7,382 Coterra Energy shares in Q2 2025, an estimated $213K.
  • Prospera Financial Services first reported a position in Coterra Energy in Q3 2020 and held it in 8 quarters.
  • Prospera Financial Services's Coterra Energy position peaked at $969K in Q1 2022.
  • 884 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.