Curio Wealth’s Coterra Energy CTRA Stock Holding History

Curio Wealth’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	-14	Closed	-$492	–	320
2026 Q1	$492	Buy	+14	New	+$421	﹤0.01%	507

Other funds holding CTRA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Curio Wealth's CTRA Position: Q2 2026 in Review

Curio Wealth sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 14 shares — an estimated $492 sold.

Curio Wealth first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $492 in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Curio Wealth reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 14 Coterra Energy shares in Q2 2026, an estimated $492.
Curio Wealth first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
Curio Wealth's Coterra Energy position peaked at $492 in Q1 2026.
6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.