NAAA
CTRA

New Age Alpha Advisors’s Coterra Energy CTRA Stock Holding History

New Age Alpha 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
Q2 		– Sell
-111,089
Closed -$3.21M – 875
2025
Q1 		$3.21M Sell
111,089
-86,575
-44% -$2.41M 0.14% 217
2024
Q4 		$5.05M Buy
+197,664
New +$4.91M 0.2% 141

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

New Age Alpha Advisors's CTRA Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 111,089 shares — an estimated $3.21M sold.

New Age Alpha Advisors first reported a position in CTRA in Q4 2024 and held it in 2 quarters. The position peaked at $5.05M in Q4 2024. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 111,089 Coterra Energy shares in Q2 2025, an estimated $3.21M.
  • New Age Alpha Advisors first reported a position in Coterra Energy in Q4 2024 and held it in 2 quarters.
  • New Age Alpha Advisors's Coterra Energy position peaked at $5.05M in Q4 2024.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.