BFA
CTRA

Benedict Financial Advisors’s Coterra Energy CTRA Stock Holding History

Benedict Financial Advisors’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
-82,671
Closed -$2.91M – 143
2026
Q1 		$2.91M Buy
82,671
+2,338
+3% +$70.3K 0.6% 58
2025
Q4 		$2.11M Buy
80,333
+6,897
+9% +$174K 0.45% 78
2025
Q3 		$1.74M Buy
73,436
+11,558
+19% +$279K 0.38% 86
2025
Q2 		$1.57M Buy
61,878
+37,850
+158% +$960K 0.36% 85
2025
Q1 		$694K Buy
+24,028
New +$670K 0.16% 99

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

Benedict Financial Advisors's CTRA Position: Q2 2026 in Review

Benedict Financial Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 82,671 shares — an estimated $2.91M sold.

Benedict Financial Advisors first reported a position in CTRA in Q1 2025 and held it in 5 quarters. The position peaked at $2.91M in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Benedict Financial Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Benedict Financial Advisors sold 82,671 Coterra Energy shares in Q2 2026, an estimated $2.91M.
  • Benedict Financial Advisors first reported a position in Coterra Energy in Q1 2025 and held it in 5 quarters.
  • Benedict Financial Advisors's Coterra Energy position peaked at $2.91M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.