MWM
CTRA

Moran Wealth Management’s Coterra Energy CTRA Stock Holding History

Moran 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
-177,930
Closed -$6.25M – 503
2026
Q1 		$6.25M Sell
177,930
-26,563
-13% -$798K 0.19% 165
2025
Q4 		$5.38M Sell
204,493
-5,934
-3% -$150K 0.17% 185
2025
Q3 		$4.98M Buy
210,427
+93,684
+80% +$2.26M 0.15% 177
2025
Q2 		$2.96M Buy
+116,743
New +$2.96M 0.09% 253
2024
Q4 		– Sell
-383,221
Closed -$9.18M – 424
2024
Q3 		$9.18M Sell
383,221
-2,814
-0.7% -$69.4K 0.28% 109
2024
Q2 		$10.3M Sell
386,035
-2,303
-0.6% -$63.8K 0.34% 102
2024
Q1 		$10.8M Sell
388,338
-28,102
-7% -$721K 0.35% 100
2023
Q4 		$10.6M Buy
416,440
+5,099
+1% +$137K 0.38% 92
2023
Q3 		$11.1M Sell
411,341
-7,040
-2% -$192K 0.43% 88
2023
Q2 		$10.6M Sell
418,381
-31,358
-7% -$780K 0.4% 92
2023
Q1 		$11M Buy
449,739
+112,083
+33% +$2.76M 0.42% 90
2022
Q4 		$8.3M Buy
+337,656
New +$9.31M 0.32% 104

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

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

Moran Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 177,930 shares — an estimated $6.25M sold.

Moran Wealth Management first reported a position in CTRA in Q4 2022 and held it in 12 quarters. The position peaked at $11.1M in Q3 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Moran Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 177,930 Coterra Energy shares in Q2 2026, an estimated $6.25M.
  • Moran Wealth Management first reported a position in Coterra Energy in Q4 2022 and held it in 12 quarters.
  • Moran Wealth Management's Coterra Energy position peaked at $11.1M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.