IWN
CTRA

Independent Wealth Network’s Coterra Energy CTRA Stock Holding History

Independent Wealth Network’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
-5,693
Closed -$200K – 346
2026
Q1 		$200K Buy
+5,693
New +$171K 0.06% 284
2025
Q4 		– Sell
-12,728
Closed -$301K – 295
2025
Q3 		$301K Buy
+12,728
New +$307K 0.1% 206
2024
Q4 		– Sell
-10,945
Closed -$262K – 239
2024
Q3 		$262K Buy
10,945
+432
+4% +$10.7K 0.12% 181
2024
Q2 		$280K Buy
10,513
+163
+2% +$4.52K 0.13% 176
2024
Q1 		$289K Buy
10,350
+851
+9% +$21.8K 0.14% 172
2023
Q4 		$242K Buy
9,499
+1,295
+16% +$34.7K 0.13% 170
2023
Q3 		$222K Buy
+8,204
New +$224K 0.14% 174

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

Independent Wealth Network's CTRA Position: Q2 2026 in Review

Independent Wealth Network sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 5,693 shares — an estimated $200K sold.

Independent Wealth Network first reported a position in CTRA in Q3 2023 and held it in 7 quarters. The position peaked at $301K in Q3 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Independent Wealth Network reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Independent Wealth Network sold 5,693 Coterra Energy shares in Q2 2026, an estimated $200K.
  • Independent Wealth Network first reported a position in Coterra Energy in Q3 2023 and held it in 7 quarters.
  • Independent Wealth Network's Coterra Energy position peaked at $301K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.