JNBA Financial Advisors’s Coterra Energy CTRA Stock Holding History

JNBA Financial 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
2026 Q1	–	Sell	-54	Closed	-$1.42K	–	833
2025 Q4	$1.42K	Hold	54	–	–	﹤0.01%	711
2025 Q3	$1.28K	Hold	54	–	–	﹤0.01%	615
2025 Q2	$1.37K	Hold	54	–	–	﹤0.01%	617
2025 Q1	$1.56K	Hold	54	–	–	﹤0.01%	609
2024 Q4	$1.38K	Hold	54	–	–	﹤0.01%	606
2024 Q3	$1.29K	Hold	54	–	–	﹤0.01%	616
2024 Q2	$1.44K	Hold	54	–	–	﹤0.01%	591
2024 Q1	$1.51K	Hold	54	–	–	﹤0.01%	614
2023 Q4	$1.38K	Hold	54	–	–	﹤0.01%	629
2023 Q3	$1.46K	Hold	54	–	–	﹤0.01%	643
2023 Q2	$1.37K	Hold	54	–	–	﹤0.01%	636
2023 Q1	$1.33K	Hold	54	–	–	﹤0.01%	642
2022 Q4	$1.33K	Hold	54	–	–	﹤0.01%	603
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	641
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	681
2022 Q1	$1K	Buy	+54	New	+$1.26K	﹤0.01%	666
2016 Q4	–	Sell	-189	Closed	-$5K	–	675
2016 Q3	$5K	Buy	+189	New	+$4.73K	﹤0.01%	1227

Other funds holding CTRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JNBA Financial Advisors's CTRA Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 54 shares — an estimated $1.42K sold.

JNBA Financial Advisors first reported a position in CTRA in Q3 2016 and held it in 17 quarters. The position peaked at $5K in Q3 2016. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

JNBA Financial Advisors reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 54 Coterra Energy shares in Q1 2026, an estimated $1.42K.
JNBA Financial Advisors first reported a position in Coterra Energy in Q3 2016 and held it in 17 quarters.
JNBA Financial Advisors's Coterra Energy position peaked at $5K in Q3 2016.
956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.