EFG
CTRA

Everhart Financial Group’s Coterra Energy CTRA Stock Holding History

Everhart Financial Group’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
-16,325
Closed -$574K – 487
2026
Q1 		$574K Buy
16,325
+2,368
+17% +$71.2K 0.05% 249
2025
Q4 		$367K Buy
13,957
+468
+3% +$11.8K 0.03% 297
2025
Q3 		$319K Sell
13,489
-1,810
-12% -$43.7K 0.03% 306
2025
Q2 		$388K Buy
15,299
+2,539
+20% +$64.4K 0.04% 260
2025
Q1 		$369K Buy
12,760
+4,457
+54% +$124K 0.05% 252
2024
Q4 		$212K Buy
+8,303
New +$206K 0.04% 299
2024
Q3 		– Sell
-9,081
Closed -$242K – 319
2024
Q2 		$242K Buy
+9,081
New +$252K 0.06% 257

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

Everhart Financial Group's CTRA Position: Q2 2026 in Review

Everhart Financial Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 16,325 shares — an estimated $574K sold.

Everhart Financial Group first reported a position in CTRA in Q2 2024 and held it in 7 quarters. The position peaked at $574K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Everhart Financial Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 16,325 Coterra Energy shares in Q2 2026, an estimated $574K.
  • Everhart Financial Group first reported a position in Coterra Energy in Q2 2024 and held it in 7 quarters.
  • Everhart Financial Group's Coterra Energy position peaked at $574K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.