BHWM
CTRA

Beaird Harris Wealth Management’s Coterra Energy CTRA Stock Holding History

Beaird Harris Wealth 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
Q2 		– Sell
-436
Closed -$15.3K – 716
2026
Q1 		$15.3K Sell
436
-208
-32% -$6.25K ﹤0.01% 335
2025
Q4 		$17K Sell
644
-213
-25% -$5.37K ﹤0.01% 353
2025
Q3 		$20.3K Buy
857
+25
+3% +$603 ﹤0.01% 331
2025
Q2 		$21.1K Hold
832
– – ﹤0.01% 326
2025
Q1 		$24K Hold
832
– – ﹤0.01% 296
2024
Q4 		$21.3K Buy
+832
New +$20.7K ﹤0.01% 302
2023
Q1 		– Sell
-333
Closed -$8.18K – 540
2022
Q4 		$8.18K Buy
+333
New +$9.19K ﹤0.01% 349

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

Beaird Harris Wealth Management's CTRA Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 436 shares — an estimated $15.3K sold.

Beaird Harris Wealth Management first reported a position in CTRA in Q4 2022 and held it in 7 quarters. The position peaked at $24K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 436 Coterra Energy shares in Q2 2026, an estimated $15.3K.
  • Beaird Harris Wealth Management first reported a position in Coterra Energy in Q4 2022 and held it in 7 quarters.
  • Beaird Harris Wealth Management's Coterra Energy position peaked at $24K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.