MYIA
CTRA

Mount Yale Investment Advisors’s Coterra Energy CTRA Stock Holding History

Mount Yale Investment 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 		$2.12M Buy
60,213
+17,076
+40% +$513K 0.05% 356
2025
Q4 		$1.14M Buy
43,137
+16,723
+63% +$421K 0.05% 295
2025
Q3 		$625K Sell
26,414
-23,919
-48% -$577K 0.04% 371
2025
Q2 		$1.28M Buy
50,333
+531
+1% +$13.5K 0.1% 175
2025
Q1 		$1.44M Sell
49,802
-35
-0.1% -$976 0.12% 150
2024
Q4 		$1.27M Buy
+49,837
New +$1.24M 0.1% 165
2022
Q3 		– Sell
-21,131
Closed -$545K – 453
2022
Q2 		$545K Sell
21,131
-59,512
-74% -$1.81M 0.07% 276
2022
Q1 		$2.17M Sell
80,643
-36,823
-31% -$860K 0.24% 104
2021
Q4 		$2.23M Buy
117,466
+45,926
+64% +$958K 0.23% 105
2021
Q3 		$1.56M Buy
71,540
+21,406
+43% +$367K 0.18% 132
2021
Q2 		$875K Buy
50,134
+20,597
+70% +$350K 0.11% 203
2021
Q1 		$555K Sell
29,537
-1,149
-4% -$21.2K 0.07% 250
2020
Q4 		$500K Sell
30,686
-42
-0.1% -$738 0.07% 253
2020
Q3 		$533K Buy
30,728
+4,249
+16% +$79.4K 0.08% 241
2020
Q2 		$455K Buy
26,479
+16,141
+156% +$313K 0.08% 238
2020
Q1 		$178K Sell
10,338
-6,980
-40% -$110K 0.04% 273
2019
Q4 		$244K Buy
+17,318
New +$301K 0.04% 293

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

Mount Yale Investment Advisors's CTRA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Coterra Energy (CTRA) stake by 40% in Q1 2026, buying an estimated $513K and bringing the position to 60,213 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #356.

Mount Yale Investment Advisors first reported a position in CTRA in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.23M in Q4 2021. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Mount Yale Investment Advisors held 60,213 shares of Coterra Energy worth $2.12M as of Q1 2026.
  • Mount Yale Investment Advisors bought 17,076 Coterra Energy shares in Q1 2026, an estimated $513K.
  • Coterra Energy made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #356 holding.
  • Mount Yale Investment Advisors first reported a position in Coterra Energy in Q4 2019 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Coterra Energy position peaked at $2.23M in Q4 2021.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.