AI
CTRA

Atria Investments’s Coterra Energy CTRA Stock Holding History

Atria Investments’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
Q2 		– Sell
-77,643
Closed -$2.73M – 2144
2026
Q1 		$2.73M Sell
77,643
-42,843
-36% -$1.29M 0.03% 572
2025
Q4 		$3.17M Buy
120,486
+14,523
+14% +$366K 0.04% 543
2025
Q3 		$2.51M Buy
105,963
+8,987
+9% +$217K 0.03% 632
2025
Q2 		$2.46M Buy
96,976
+4,813
+5% +$122K 0.03% 643
2025
Q1 		$2.66M Sell
92,163
-47,889
-34% -$1.34M 0.03% 593
2024
Q4 		$3.58M Buy
140,052
+12,876
+10% +$320K 0.04% 459
2024
Q3 		$3.05M Sell
127,176
-2,668
-2% -$65.8K 0.04% 521
2024
Q2 		$3.46M Buy
129,844
+17,282
+15% +$479K 0.04% 452
2024
Q1 		$3.14M Buy
112,562
+12,049
+12% +$309K 0.04% 492
2023
Q4 		$2.57M Buy
100,513
+9,355
+10% +$251K 0.04% 507
2023
Q3 		$2.47M Sell
91,158
-3,350
-4% -$91.3K 0.04% 494
2023
Q2 		$2.39M Buy
94,508
+2,411
+3% +$59.9K 0.04% 488
2023
Q1 		$2.26M Sell
92,097
-12,712
-12% -$312K 0.04% 502
2022
Q4 		$2.58M Buy
104,809
+8,674
+9% +$239K 0.05% 423
2022
Q3 		$2.51M Buy
96,135
+12,217
+15% +$350K 0.06% 416
2022
Q2 		$2.16M Sell
83,918
-113
-0.1% -$3.43K 0.05% 479
2022
Q1 		$2.27M Sell
84,031
-3,705
-4% -$86.6K 0.04% 520
2021
Q4 		$1.67M Buy
87,736
+20,867
+31% +$435K 0.03% 641
2021
Q3 		$1.46M Buy
+66,869
New +$1.15M 0.03% 653
2021
Q2 		– Sell
-117,058
Closed -$2.2M – 766
2021
Q1 		$2.2M Buy
117,058
+13,748
+13% +$253K 0.05% 421
2020
Q4 		$1.68M Buy
103,310
+9,197
+10% +$162K 0.04% 479
2020
Q3 		$1.63M Buy
94,113
+8,500
+10% +$159K 0.05% 399
2020
Q2 		$1.47M Buy
+85,613
New +$1.66M 0.05% 387

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Atria Investments's CTRA Position: Q2 2026 in Review

Atria Investments sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 77,643 shares — an estimated $2.73M sold.

Atria Investments first reported a position in CTRA in Q2 2020 and held it in 23 quarters. The position peaked at $3.58M in Q4 2024. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Atria Investments reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 77,643 Coterra Energy shares in Q2 2026, an estimated $2.73M.
  • Atria Investments first reported a position in Coterra Energy in Q2 2020 and held it in 23 quarters.
  • Atria Investments's Coterra Energy position peaked at $3.58M in Q4 2024.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.