DIA
CTRA

Dean Investment Associates’s Coterra Energy CTRA Stock Holding History

Dean Investment Associates’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 		$5.15M Buy
146,499
+2,964
+2% +$89.1K 0.72% 44
2025
Q4 		$3.78M Buy
143,535
+3,145
+2% +$79.2K 0.54% 87
2025
Q3 		$3.32M Buy
140,390
+8,625
+7% +$208K 0.47% 110
2025
Q2 		$3.34M Buy
131,765
+36,604
+38% +$928K 0.49% 96
2025
Q1 		$2.75M Buy
95,161
+4,553
+5% +$127K 0.41% 120
2024
Q4 		$2.31M Buy
+90,608
New +$2.25M 0.33% 154

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

Dean Investment Associates's CTRA Position: Q1 2026 in Review

Dean Investment Associates increased its Coterra Energy (CTRA) stake by 2.1% in Q1 2026, buying an estimated $89.1K and bringing the position to 146,499 shares worth $5.15M. The position accounts for 0.72% of the portfolio, ranked #44.

Dean Investment Associates first reported a position in CTRA in Q4 2024 and has held it in 6 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Dean Investment Associates held 146,499 shares of Coterra Energy worth $5.15M as of Q1 2026.
  • Dean Investment Associates bought 2,964 Coterra Energy shares in Q1 2026, an estimated $89.1K.
  • Coterra Energy made up 0.72% of Dean Investment Associates's portfolio in Q1 2026, its #44 holding.
  • Dean Investment Associates first reported a position in Coterra Energy in Q4 2024 and has held it in 6 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.