EWA
CTRA

EverSource Wealth Advisors’s Coterra Energy CTRA Stock Holding History

EverSource Wealth 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
-7,515
Closed -$264K – 4425
2026
Q1 		$264K Buy
7,515
+289
+4% +$8.69K 0.01% 910
2025
Q4 		$190K Buy
7,226
+1,648
+30% +$41.5K 0.01% 969
2025
Q3 		$132K Buy
5,578
+41
+0.7% +$989 0.01% 1123
2025
Q2 		$141K Buy
5,537
+2,328
+73% +$59K 0.01% 1030
2025
Q1 		$92.7K Buy
3,209
+943
+42% +$26.3K 0.01% 934
2024
Q4 		$57.9K Sell
2,266
-1,429
-39% -$35.5K ﹤0.01% 1123
2024
Q3 		$88.5K Buy
3,695
+216
+6% +$5.33K 0.01% 840
2024
Q2 		$89.7K Buy
3,479
+1,128
+48% +$31.3K 0.01% 838
2024
Q1 		$64.3K Buy
2,351
+557
+31% +$14.3K 0.01% 877
2023
Q4 		$45.8K Buy
1,794
+35
+2% +$938 ﹤0.01% 931
2023
Q3 		$47.6K Sell
1,759
-122
-6% -$3.33K 0.01% 827
2023
Q2 		$47.6K Buy
1,881
+1,287
+217% +$32K 0.01% 857
2023
Q1 		$14.6K Buy
594
+177
+42% +$4.35K ﹤0.01% 1209
2022
Q4 		$10.2K Buy
417
+3
+0.7% +$83 ﹤0.01% 1326
2022
Q3 		$11K Buy
414
+43
+12% +$1.23K ﹤0.01% 1090
2022
Q2 		$10K Buy
371
+12
+3% +$364 ﹤0.01% 1024
2022
Q1 		$10K Buy
359
+61
+20% +$1.43K ﹤0.01% 963
2021
Q4 		$6K Buy
+298
New +$6.22K ﹤0.01% 1170

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

EverSource Wealth Advisors's CTRA Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 7,515 shares — an estimated $264K sold.

EverSource Wealth Advisors first reported a position in CTRA in Q4 2021 and held it in 18 quarters. The position peaked at $264K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,515 Coterra Energy shares in Q2 2026, an estimated $264K.
  • EverSource Wealth Advisors first reported a position in Coterra Energy in Q4 2021 and held it in 18 quarters.
  • EverSource Wealth Advisors's Coterra Energy position peaked at $264K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.