TPBG
CTRA

Turning Point Benefit Group’s Coterra Energy CTRA Stock Holding History

Turning Point Benefit Group’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
-95
Closed -$2.5K – 259
2025
Q4 		$2.5K Buy
+95
New +$2.39K ﹤0.01% 409

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

Turning Point Benefit Group's CTRA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 95 shares — an estimated $2.5K sold.

Turning Point Benefit Group first reported a position in CTRA in Q4 2025 and held it in 1 quarter. The position peaked at $2.5K in Q4 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 95 Coterra Energy shares in Q1 2026, an estimated $2.5K.
  • Turning Point Benefit Group first reported a position in Coterra Energy in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Coterra Energy position peaked at $2.5K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.