NEI
CTRA

Northwest & Ethical Investments’s Coterra Energy CTRA Stock Holding History

Northwest & Ethical Investments’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 		$344K Buy
+9,928
New +$298K 0.01% 437
2016
Q4 		– Sell
-83,500
Closed -$2.15M – 386
2016
Q3 		$2.15M Buy
+83,500
New +$2.09M 0.15% 155

Other funds holding CTRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Northwest & Ethical Investments's CTRA Position: Q1 2026 in Review

Northwest & Ethical Investments opened a new position in Coterra Energy (CTRA) in Q1 2026: 9,928 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Northwest & Ethical Investments previously reported a position in CTRA as recently as Q3 2016.

Northwest & Ethical Investments first reported a position in CTRA in Q3 2016 and has held it in 2 quarters since. The position peaked at $2.15M in Q3 2016. 954 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Northwest & Ethical Investments held 9,928 shares of Coterra Energy worth $344K as of Q1 2026.
  • Coterra Energy was a new Northwest & Ethical Investments position in Q1 2026.
  • Coterra Energy made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #437 holding.
  • Northwest & Ethical Investments first reported a position in Coterra Energy in Q3 2016 and has held it in 2 quarters since.
  • Northwest & Ethical Investments's Coterra Energy position peaked at $2.15M in Q3 2016.
  • 954 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.