HCA
CTRA

Heck Capital Advisors’s Coterra Energy CTRA Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-10,420
Closed -$266K – 367
2024
Q4 		$266K Buy
+10,420
New +$259K 0.01% 239

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Heck Capital Advisors's CTRA Position: Q1 2025 in Review

Heck Capital Advisors sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 10,420 shares — an estimated $266K sold.

Heck Capital Advisors first reported a position in CTRA in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 922 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • Heck Capital Advisors reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 10,420 Coterra Energy shares in Q1 2025, an estimated $266K.
  • Heck Capital Advisors first reported a position in Coterra Energy in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Coterra Energy position peaked at $266K in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.