IAS
CTRA

Insigneo Advisory Services’s Coterra Energy CTRA Stock Holding History

Insigneo Advisory Services’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 		– Sell
-7,957
Closed -$209K – 768
2025
Q4 		$209K Buy
+7,957
New +$200K 0.02% 636

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

Insigneo Advisory Services's CTRA Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 7,957 shares — an estimated $209K sold.

Insigneo Advisory Services first reported a position in CTRA in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 7,957 Coterra Energy shares in Q1 2026, an estimated $209K.
  • Insigneo Advisory Services first reported a position in Coterra Energy in Q4 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's Coterra Energy position peaked at $209K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.