MSWM
CTRA

Mowery & Schoenfeld Wealth Management’s Coterra Energy CTRA Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-63
Closed -$1.66K – 387
2025
Q4 		$1.66K Buy
+63
New +$1.59K ﹤0.01% 406

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

Mowery & Schoenfeld Wealth Management's CTRA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 63 shares — an estimated $1.66K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CTRA in Q4 2025 and held it in 1 quarter. The position peaked at $1.66K in Q4 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 63 Coterra Energy shares in Q1 2026, an estimated $1.66K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Coterra Energy in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Coterra Energy position peaked at $1.66K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.