AIA
CTRA

AssuredPartners Investment Advisors’s Coterra Energy CTRA Stock Holding History

AssuredPartners Investment Advisors’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 		$3.52M Buy
+101,481
New +$3.05M 0.38% 66

Other funds holding CTRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

AssuredPartners Investment Advisors's CTRA Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Coterra Energy (CTRA) in Q1 2026: 101,481 shares worth $3.52M. The stake represents 0.38% of the portfolio and ranks #66 among its holdings.

954 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • AssuredPartners Investment Advisors held 101,481 shares of Coterra Energy worth $3.52M as of Q1 2026.
  • Coterra Energy was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Coterra Energy made up 0.38% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • 954 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.