JWS
CTRA

Juncture Wealth Strategies’s Coterra Energy CTRA Stock Holding History

Juncture Wealth Strategies’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
-7,659
Closed -$269K – 181
2026
Q1 		$269K Sell
7,659
-45
-0.6% -$1.35K 0.09% 115
2025
Q4 		$203K Buy
+7,704
New +$194K 0.07% 131
2025
Q1 		– Sell
-9,700
Closed -$248K – 126
2024
Q4 		$248K Hold
9,700
– – 0.09% 115
2024
Q3 		$232K Sell
9,700
-5,400
-36% -$133K 0.09% 113
2024
Q2 		$403K Sell
15,100
-500
-3% -$13.9K 0.17% 75
2024
Q1 		$435K Sell
15,600
-700
-4% -$18K 0.19% 68
2023
Q4 		$416K Sell
16,300
-1,800
-10% -$48.2K 0.19% 83
2023
Q3 		$490K Sell
18,100
-100
-0.5% -$2.73K 0.24% 81
2023
Q2 		$460K Buy
18,200
+3,500
+24% +$87K 0.22% 89
2023
Q1 		$361K Buy
+14,700
New +$361K 0.18% 92

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

Juncture Wealth Strategies's CTRA Position: Q2 2026 in Review

Juncture Wealth Strategies sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 7,659 shares — an estimated $269K sold.

Juncture Wealth Strategies first reported a position in CTRA in Q1 2023 and held it in 10 quarters. The position peaked at $490K in Q3 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Juncture Wealth Strategies reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Juncture Wealth Strategies sold 7,659 Coterra Energy shares in Q2 2026, an estimated $269K.
  • Juncture Wealth Strategies first reported a position in Coterra Energy in Q1 2023 and held it in 10 quarters.
  • Juncture Wealth Strategies's Coterra Energy position peaked at $490K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.