BEI
CTRA

Benjamin Edwards Inc’s Coterra Energy CTRA Stock Holding History

Benjamin Edwards Inc’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
-29,012
Closed -$1.02M – 1440
2026
Q1 		$1.02M Sell
29,012
-5,928
-17% -$178K 0.01% 753
2025
Q4 		$920K Buy
34,940
+21,918
+168% +$552K 0.01% 740
2025
Q3 		$308K Buy
+13,022
New +$314K ﹤0.01% 1093
2025
Q2 		– Sell
-7,418
Closed -$214K – 1162
2025
Q1 		$214K Sell
7,418
-2,954
-28% -$82.4K ﹤0.01% 1027
2024
Q4 		$265K Sell
10,372
-80,119
-89% -$1.99M ﹤0.01% 1007
2024
Q3 		$2.17M Buy
90,491
+90,467
+376,946% +$2.23M 0.03% 418
2024
Q2 		$1K Buy
+24
New +$665 ﹤0.01% 676

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

Benjamin Edwards Inc's CTRA Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 29,012 shares — an estimated $1.02M sold.

Benjamin Edwards Inc first reported a position in CTRA in Q2 2024 and held it in 7 quarters. The position peaked at $2.17M in Q3 2024. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 29,012 Coterra Energy shares in Q2 2026, an estimated $1.02M.
  • Benjamin Edwards Inc first reported a position in Coterra Energy in Q2 2024 and held it in 7 quarters.
  • Benjamin Edwards Inc's Coterra Energy position peaked at $2.17M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.