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Wellington Group reports 53.57M-share stake in Coterra Energy (CTRA)

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Coterra Energy Inc. Schedule 13G/A amendment shows Wellington entities report beneficial ownership of 53,570,213 shares, representing about 7.06%–7.1% of common stock, with shared voting power listed as 51,893,954 and shared dispositive power as 53,570,213. The filing is signed by a Compliance Manager on 05/15/2026.

The filing states these shares are owned of record by clients of Wellington investment advisers and identifies the relevant parent and adviser entities. The disclosure lists ownership and control lines across Wellington Group entities and notes no single client is known to hold more than 5% individually.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a ~7.1% aggregate stake in Coterra held for advisory clients.

Wellington-affiliated entities disclose 53,570,213 shares of beneficial ownership with 51,893,954 shares of shared voting power. The schedule attributes record ownership to clients of multiple Wellington investment advisers and maps parent-subsidiary control.

Cash-flow treatment or planned dispositions are not stated; subsequent filings would show trading activity. The filing clarifies the ownership structure across parent and adviser entities as of the amendment signature date 05/15/2026.

Disclosure clarifies control chains among Wellington entities rather than signaling a single-owner shift.

The schedule lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP and names several adviser entities that own the shares of record. It emphasizes client ownership through advisers rather than direct parent holdings.

Voting and dispositive powers are reported as shared across entities. The filing notes no known client holds >5% individually; governance implications depend on future transactions disclosed in Forms 4 or amendments.

Beneficial ownership 53,570,213 shares aggregate beneficially owned as reported on amendment cover pages
Shared voting power 51,893,954 shares shared voting power reported by Wellington entities
Percent of class 7.06%–7.1% percent of common stock reported on Item 4 and cover pages
Filing signature date 05/15/2026 signature date for the amendment by Compliance Manager
Schedule 13G/A regulatory
"Amendment No. 7) Coterra Energy Inc. Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Shared dispositive power financial
"Shared Dispositive Power 53,570,213.00"
Beneficial ownership regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington report in Coterra Energy (CTRA)?

Wellington reports beneficial ownership of 53,570,213 shares, approximately 7.06%–7.1% of Coterra common stock, with shared voting power shown as 51,893,954 in the amendment dated 05/15/2026.

Which Wellington entities are named on the Schedule 13G/A for CTRA?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP and lists multiple Wellington investment advisers as relevant entities in the ownership chain.

Are these CTERA shares owned directly by Wellington or by clients?

The amendment states the shares are owned of record by clients of Wellington investment advisers and controlled directly or indirectly by the listed Wellington entities; clients, not the parent, hold record title for advisory accounts.

Does the filing show any single client holds more than 5% of CTRA?

The Schedule 13G/A states no client is known to have the right to dividends or sale proceeds with respect to more than 5% of the class; the amendment marks that as Not Applicable otherwise.

When was the Schedule 13G/A amendment for CTRA signed?

The amendment is signed by Matthew Revell, Compliance Manager, with signature dates listed as 05/15/2026 for each Wellington filing entity on the cover pages.





127097103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026