PWA
CTRA

Principia Wealth Advisory’s Coterra Energy CTRA Stock Holding History

Principia Wealth Advisory’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
Q4 		$1.29K Buy
49
+4
+9% +$101 ﹤0.01% 595
2025
Q3 		$1.06K Buy
45
+17
+61% +$410 ﹤0.01% 625
2025
Q2 		$711 Hold
28
– – ﹤0.01% 660
2025
Q1 		$724 Hold
28
– – ﹤0.01% 479
2024
Q4 		$715 Buy
+28
New +$696 ﹤0.01% 441

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principia Wealth Advisory's CTRA Position: Q4 2025 in Review

Principia Wealth Advisory increased its Coterra Energy (CTRA) stake by 8.9% in Q4 2025, buying an estimated $101 and bringing the position to 49 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Principia Wealth Advisory first reported a position in CTRA in Q4 2024 and has held it in 5 quarters since. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Principia Wealth Advisory held 49 shares of Coterra Energy worth $1.29K as of Q4 2025.
  • Principia Wealth Advisory bought 4 Coterra Energy shares in Q4 2025, an estimated $101.
  • Coterra Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #595 holding.
  • Principia Wealth Advisory first reported a position in Coterra Energy in Q4 2024 and has held it in 5 quarters since.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.