AWE
CTRA

Avidian Wealth Enterprises’s Coterra Energy CTRA Stock Holding History

Avidian Wealth Enterprises’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
-6,586
Closed -$231K – 744
2026
Q1 		$231K Buy
+6,586
New +$198K 0.01% 605
2025
Q2 		– Sell
-7,162
Closed -$207K – 558
2025
Q1 		$207K Buy
+7,162
New +$200K 0.01% 497
2024
Q4 		– Sell
-8,358
Closed -$200K – 515
2024
Q3 		$200K Buy
8,358
+523
+7% +$12.9K 0.01% 483
2024
Q2 		$209K Buy
+7,835
New +$217K 0.01% 471
2020
Q1 		– Sell
-18,342
Closed -$319K – 219
2019
Q4 		$319K Sell
18,342
-97
-0.5% -$1.69K 0.05% 170
2019
Q3 		$324K Buy
+18,439
New +$354K 0.05% 141

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

Avidian Wealth Enterprises's CTRA Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 6,586 shares — an estimated $231K sold.

Avidian Wealth Enterprises first reported a position in CTRA in Q3 2019 and held it in 6 quarters. The position peaked at $324K in Q3 2019. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,586 Coterra Energy shares in Q2 2026, an estimated $231K.
  • Avidian Wealth Enterprises first reported a position in Coterra Energy in Q3 2019 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Coterra Energy position peaked at $324K in Q3 2019.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.