CWM
CTRA

Congress Wealth Management’s Coterra Energy CTRA Stock Holding History

Congress 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
Q2 		$2.51M Buy
98,895
+21,147
+27% +$536K 0.02% 521
2025
Q1 		$2.25M Buy
77,748
+35,672
+85% +$995K 0.03% 467
2024
Q4 		$1.07M Buy
42,076
+5,649
+16% +$140K 0.01% 508
2024
Q3 		$872K Buy
+36,427
New +$899K 0.01% 536

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Congress Wealth Management's CTRA Position: Q2 2025 in Review

Congress Wealth Management increased its Coterra Energy (CTRA) stake by 27% in Q2 2025, buying an estimated $536K and bringing the position to 98,895 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #521.

Congress Wealth Management first reported a position in CTRA in Q3 2024 and has held it in 4 quarters since. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Congress Wealth Management held 98,895 shares of Coterra Energy worth $2.51M as of Q2 2025.
  • Congress Wealth Management bought 21,147 Coterra Energy shares in Q2 2025, an estimated $536K.
  • Coterra Energy made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #521 holding.
  • Congress Wealth Management first reported a position in Coterra Energy in Q3 2024 and has held it in 4 quarters since.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.