CIA
CTRA

Concurrent Investment Advisors’s Coterra Energy CTRA Stock Holding History

Concurrent Investment 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
-7,190
Closed -$253K – 2125
2026
Q1 		$253K Sell
7,190
-7,109
-50% -$214K ﹤0.01% 1609
2025
Q4 		$376K Buy
14,299
+4,527
+46% +$114K ﹤0.01% 1275
2025
Q3 		$231K Sell
9,772
-3,270
-25% -$78.9K ﹤0.01% 1280
2025
Q2 		$331K Buy
13,042
+5,517
+73% +$140K 0.01% 1017
2025
Q1 		$217K Sell
7,525
-9,889
-57% -$276K 0.01% 1087
2024
Q4 		$445K Buy
+17,414
New +$433K 0.01% 702
2024
Q1 		– Sell
-17,904
Closed -$457K – 939
2023
Q4 		$457K Buy
+17,904
New +$480K 0.02% 512

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

Concurrent Investment Advisors's CTRA Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 7,190 shares — an estimated $253K sold.

Concurrent Investment Advisors first reported a position in CTRA in Q4 2023 and held it in 7 quarters. The position peaked at $457K in Q4 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 7,190 Coterra Energy shares in Q2 2026, an estimated $253K.
  • Concurrent Investment Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 7 quarters.
  • Concurrent Investment Advisors's Coterra Energy position peaked at $457K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.