Envestnet Portfolio Solutions
CTRA

Envestnet Portfolio Solutions’s Coterra Energy CTRA Stock Holding History

Envestnet Portfolio Solutions’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
-16,760
Closed -$588K – 1381
2026
Q1 		$588K Sell
16,760
-112,524
-87% -$3.38M ﹤0.01% 829
2025
Q4 		$3.4M Buy
129,284
+4,779
+4% +$120K 0.01% 439
2025
Q3 		$2.94M Buy
124,505
+8,738
+8% +$211K 0.01% 450
2025
Q2 		$2.94M Sell
115,767
-26,479
-19% -$671K 0.01% 468
2025
Q1 		$4.11M Sell
142,246
-6,621
-4% -$185K 0.02% 412
2024
Q4 		$3.8M Buy
148,867
+42,236
+40% +$1.05M 0.01% 466
2024
Q3 		$2.55M Buy
106,631
+71,600
+204% +$1.77M 0.01% 586
2024
Q2 		$934K Buy
35,031
+4,103
+13% +$114K ﹤0.01% 884
2024
Q1 		$862K Buy
30,928
+5,353
+21% +$137K ﹤0.01% 888
2023
Q4 		$653K Sell
25,575
-27,980
-52% -$750K ﹤0.01% 934
2023
Q3 		$1.45M Buy
+53,555
New +$1.46M 0.01% 646

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

Envestnet Portfolio Solutions's CTRA Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 16,760 shares — an estimated $588K sold.

Envestnet Portfolio Solutions first reported a position in CTRA in Q3 2023 and held it in 11 quarters. The position peaked at $4.11M in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 16,760 Coterra Energy shares in Q2 2026, an estimated $588K.
  • Envestnet Portfolio Solutions first reported a position in Coterra Energy in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's Coterra Energy position peaked at $4.11M in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.