CCWM
CTRA

Cassaday & Co Wealth Management’s Coterra Energy CTRA Stock Holding History

Cassaday & Co 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
2026
Q1 		$84.1K Buy
+2,393
New +$71.9K ﹤0.01% 501

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

Cassaday & Co Wealth Management's CTRA Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Coterra Energy (CTRA) in Q1 2026: 2,393 shares worth $84.1K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings.

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

  • Cassaday & Co Wealth Management held 2,393 shares of Coterra Energy worth $84.1K as of Q1 2026.
  • Coterra Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Coterra Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #501 holding.
  • 953 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.