DWM
CTRA

Dogwood Wealth Management’s Coterra Energy CTRA Stock Holding History

Dogwood 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 		– Sell
-10
Closed -$289 – 703
2025
Q1 		$289 Buy
+10
New +$279 ﹤0.01% 499
2024
Q3 		– Hold
0
– – – 449
2024
Q2 		– Hold
0
– – – 476
2024
Q1 		– Hold
0
– – – 475
2023
Q4 		– Hold
0
– – – 457

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 $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 $47.8B 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 $178B AUM 37.23% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Dogwood Wealth Management sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 10 shares — an estimated $289 sold.

Dogwood Wealth Management first reported a position in CTRA in Q1 2025 and held it in 1 quarter. The position peaked at $289 in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 10 Coterra Energy shares in Q2 2025, an estimated $289.
  • Dogwood Wealth Management first reported a position in Coterra Energy in Q1 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Coterra Energy position peaked at $289 in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.