SAG
CTRA

SageView Advisory Group’s Coterra Energy CTRA Stock Holding History

SageView Advisory 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
2025
Q4 		$32.4K Buy
+1,231
New +$31K ﹤0.01% 1256

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

SageView Advisory Group's CTRA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Coterra Energy (CTRA) in Q4 2025: 1,231 shares worth $32.4K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • SageView Advisory Group held 1,231 shares of Coterra Energy worth $32.4K as of Q4 2025.
  • Coterra Energy was a new SageView Advisory Group position in Q4 2025.
  • Coterra Energy made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1256 holding.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.