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Evolve Private Wealth’s Coterra Energy CTRA Stock Holding History

Evolve Private 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
-18,806
Closed -$661K – 1048
2026
Q1 		$661K Sell
18,806
-2,235
-11% -$67.2K 0.04% 458
2025
Q4 		$554K Buy
+21,041
New +$530K 0.03% 499

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Evolve Private Wealth's CTRA Position: Q2 2026 in Review

Evolve Private Wealth sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 18,806 shares — an estimated $661K sold.

Evolve Private Wealth first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $661K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Evolve Private Wealth reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 18,806 Coterra Energy shares in Q2 2026, an estimated $661K.
  • Evolve Private Wealth first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Coterra Energy position peaked at $661K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.