AWM
CTRA

Accredited Wealth Management’s Coterra Energy CTRA Stock Holding History

Accredited Wealth 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
Q3 		$13.7K Sell
94
-484
-84% -$11.7K 0.01% 231
2025
Q2 		$14.7K Hold
578
– – 0.01% 221
2025
Q1 		$16.7K Hold
578
– – 0.01% 198
2024
Q4 		$14.8K Buy
+578
New +$14.4K 0.01% 215

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accredited Wealth Management's CTRA Position: Q3 2025 in Review

Accredited Wealth Management reduced its Coterra Energy (CTRA) stake by 84% in Q3 2025, selling an estimated $11.7K and leaving 94 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Accredited Wealth Management first reported a position in CTRA in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.7K in Q1 2025. 874 funds tracked by Wall St. Rank hold CTRA as of Q3 2025.

  • Accredited Wealth Management held 94 shares of Coterra Energy worth $13.7K as of Q3 2025.
  • Accredited Wealth Management sold 484 Coterra Energy shares in Q3 2025, an estimated $11.7K.
  • Coterra Energy made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #231 holding.
  • Accredited Wealth Management first reported a position in Coterra Energy in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Coterra Energy position peaked at $16.7K in Q1 2025.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.