HWM
CTRA

HB Wealth Management’s Coterra Energy CTRA Stock Holding History

HB Wealth Management’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
-25,553
Closed -$898K – 1737
2026
Q1 		$898K Buy
25,553
+650
+3% +$19.5K 0.01% 709
2025
Q4 		$655K Buy
24,903
+5,628
+29% +$142K ﹤0.01% 778
2025
Q3 		$456K Buy
19,275
+4,429
+30% +$107K ﹤0.01% 902
2025
Q2 		$377K Buy
14,846
+3,887
+35% +$98.6K ﹤0.01% 851
2025
Q1 		$317K Buy
10,959
+1,376
+14% +$38.4K ﹤0.01% 943
2024
Q4 		$245K Buy
9,583
+1,061
+12% +$26.4K ﹤0.01% 891
2024
Q3 		$204K Sell
8,522
-2,383
-22% -$58.8K ﹤0.01% 887
2024
Q2 		$291K Buy
10,905
+1,634
+18% +$45.3K ﹤0.01% 722
2024
Q1 		$258K Buy
+9,271
New +$238K ﹤0.01% 710

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

HB Wealth Management's CTRA Position: Q2 2026 in Review

HB Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 25,553 shares — an estimated $898K sold.

HB Wealth Management first reported a position in CTRA in Q1 2024 and held it in 9 quarters. The position peaked at $898K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • HB Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 25,553 Coterra Energy shares in Q2 2026, an estimated $898K.
  • HB Wealth Management first reported a position in Coterra Energy in Q1 2024 and held it in 9 quarters.
  • HB Wealth Management's Coterra Energy position peaked at $898K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.