RA
CTRA

Rise Advisors’s Coterra Energy CTRA Stock Holding History

Rise 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
Q4 		– Sell
-56
Closed -$1.33K – 416
2025
Q3 		$1.33K Hold
56
– – ﹤0.01% 1235
2025
Q2 		$1.43K Buy
56
+19
+51% +$482 ﹤0.01% 1231
2025
Q1 		$1.08K Sell
37
-582
-94% -$16.2K ﹤0.01% 1237
2024
Q4 		$15.8K Buy
619
+4
+0.7% +$99 0.01% 795
2024
Q3 		$14.7K Buy
615
+6
+1% +$148 0.01% 871
2024
Q2 		$16.2K Buy
609
+4
+0.7% +$111 0.01% 782
2024
Q1 		$16.9K Buy
+605
New +$15.5K 0.01% 773

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

Rise Advisors's CTRA Position: Q4 2025 in Review

Rise Advisors sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 56 shares — an estimated $1.33K sold.

Rise Advisors first reported a position in CTRA in Q1 2024 and held it in 7 quarters. The position peaked at $16.9K in Q1 2024. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Rise Advisors reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 56 Coterra Energy shares in Q4 2025, an estimated $1.33K.
  • Rise Advisors first reported a position in Coterra Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Coterra Energy position peaked at $16.9K in Q1 2024.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.