Wealthspire Advisors (New York)’s Coterra Energy CTRA Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-9,570	Closed	-$252K	–	969
2025 Q4	$252K	Buy	9,570 +4,593	+92%	+$116K	﹤0.01%	879
2025 Q3	$118K	Buy	+4,977	New	+$120K	﹤0.01%	964
2021 Q2	–	Sell	-11,548	Closed	-$217K	–	438
2021 Q1	$217K	Buy	+11,548	New	+$213K	0.01%	650
2020 Q2	–	Sell	-11,001	Closed	-$189K	–	328
2020 Q1	$189K	Buy	+11,001	New	+$174K	0.01%	504
2019 Q1	–	Sell	-449	Closed	-$10K	–	215
2018 Q4	$10K	Buy	+449	New	+$10.8K	﹤0.01%	499

Other funds holding CTRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (New York)'s CTRA Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 9,570 shares — an estimated $252K sold.

Wealthspire Advisors (New York) first reported a position in CTRA in Q4 2018 and held it in 5 quarters. The position peaked at $252K in Q4 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 9,570 Coterra Energy shares in Q1 2026, an estimated $252K.
Wealthspire Advisors (New York) first reported a position in Coterra Energy in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Coterra Energy position peaked at $252K in Q4 2025.
956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.