SIM
CTRA

Synergy Investment Management’s Coterra Energy CTRA Stock Holding History

Synergy Investment Management’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 		$2.42K Buy
+69
New +$2.07K ﹤0.01% 673
2025
Q2 		– Sell
-94
Closed -$2.72K – 177
2025
Q1 		$2.72K Hold
94
– – ﹤0.01% 518
2024
Q4 		$2.4K Buy
+94
New +$2.34K ﹤0.01% 554

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

Synergy Investment Management's CTRA Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Coterra Energy (CTRA) in Q1 2026: 69 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CTRA as recently as Q1 2025.

Synergy Investment Management first reported a position in CTRA in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.72K in Q1 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Synergy Investment Management held 69 shares of Coterra Energy worth $2.42K as of Q1 2026.
  • Coterra Energy was a new Synergy Investment Management position in Q1 2026.
  • Coterra Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #673 holding.
  • Synergy Investment Management first reported a position in Coterra Energy in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Coterra Energy position peaked at $2.72K in Q1 2025.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.