PIM
CTRA

Pullen Investment Management’s Coterra Energy CTRA Stock Holding History

Pullen 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
2025
Q1 		– Sell
-9,147
Closed -$234K – 108
2024
Q4 		$234K Sell
9,147
-927
-9% -$23K 0.15% 101
2024
Q3 		$241K Hold
10,074
– – 0.18% 98
2024
Q2 		$269K Buy
10,074
+766
+8% +$21.2K 0.22% 94
2024
Q1 		$260K Buy
+9,308
New +$239K 0.22% 92

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Pullen Investment Management's CTRA Position: Q1 2025 in Review

Pullen Investment Management sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 9,147 shares — an estimated $234K sold.

Pullen Investment Management first reported a position in CTRA in Q1 2024 and held it in 4 quarters. The position peaked at $269K in Q2 2024. 920 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • Pullen Investment Management reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • Pullen Investment Management sold 9,147 Coterra Energy shares in Q1 2025, an estimated $234K.
  • Pullen Investment Management first reported a position in Coterra Energy in Q1 2024 and held it in 4 quarters.
  • Pullen Investment Management's Coterra Energy position peaked at $269K in Q2 2024.
  • 920 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on Pullen Investment Management's 13F filing for Q1 2025, filed 16 Apr 2025.