PWMG
CTRA

Prestige Wealth Management Group’s Coterra Energy CTRA Stock Holding History

Prestige Wealth Management Group’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 		$6.01K Sell
171
-19
-10% -$571 ﹤0.01% 518
2025
Q4 		$5K Buy
190
+23
+14% +$580 ﹤0.01% 578
2025
Q3 		$3.95K Buy
167
+56
+50% +$1.35K ﹤0.01% 617
2025
Q2 		$2.82K Buy
111
+26
+31% +$659 ﹤0.01% 675
2025
Q1 		$2.46K Hold
85
– – ﹤0.01% 701
2024
Q4 		$2.17K Hold
85
– – ﹤0.01% 767
2024
Q3 		$2.04K Sell
85
-26
-23% -$641 ﹤0.01% 765
2024
Q2 		$2.96K Sell
111
-206
-65% -$5.71K ﹤0.01% 644
2024
Q1 		$8.84K Hold
317
– – ﹤0.01% 467
2023
Q4 		$8.09K Hold
317
– – ﹤0.01% 492
2023
Q3 		$8.58K Hold
317
– – ﹤0.01% 465
2023
Q2 		$8.02K Hold
317
– – ﹤0.01% 505
2023
Q1 		$7.78K Sell
317
-2
-0.6% -$49 ﹤0.01% 487
2022
Q4 		$7.84K Buy
319
+65
+26% +$1.79K ﹤0.01% 512
2022
Q3 		$7K Sell
254
-974
-79% -$27.9K ﹤0.01% 478
2022
Q2 		$32K Sell
1,228
-254
-17% -$7.7K 0.01% 270
2022
Q1 		$40K Sell
1,482
-5,085
-77% -$119K 0.01% 263
2021
Q4 		$125K Buy
6,567
+2,770
+73% +$57.8K 0.03% 178
2021
Q3 		$83K Buy
3,797
+660
+21% +$11.3K 0.02% 202
2021
Q2 		$55K Buy
3,137
+2,969
+1,767% +$50.5K 0.01% 238
2021
Q1 		$3K Buy
168
+110
+190% +$2.02K ﹤0.01% 713
2020
Q4 		$1K Sell
58
-531
-90% -$9.33K ﹤0.01% 827
2020
Q3 		$10K Buy
589
+290
+97% +$5.42K ﹤0.01% 441
2020
Q2 		$5K Sell
299
-35
-10% -$679 ﹤0.01% 519
2020
Q1 		$6K Buy
334
+218
+188% +$3.45K ﹤0.01% 460
2019
Q4 		$2K Buy
116
+83
+252% +$1.44K ﹤0.01% 491
2019
Q3 		$1K Buy
+33
New +$633 ﹤0.01% 530
2019
Q1 		– Sell
-39
Closed -$1K – 642
2018
Q4 		$1K Buy
+39
New +$941 ﹤0.01% 987

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

Prestige Wealth Management Group's CTRA Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Coterra Energy (CTRA) stake by 10% in Q1 2026, selling an estimated $571 and leaving 171 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Prestige Wealth Management Group first reported a position in CTRA in Q4 2018 and has held it in 28 quarters since. The position peaked at $125K in Q4 2021. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Prestige Wealth Management Group held 171 shares of Coterra Energy worth $6.01K as of Q1 2026.
  • Prestige Wealth Management Group sold 19 Coterra Energy shares in Q1 2026, an estimated $571.
  • Coterra Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #518 holding.
  • Prestige Wealth Management Group first reported a position in Coterra Energy in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Coterra Energy position peaked at $125K in Q4 2021.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.