MYIA
CTRA

Mount Yale Investment Advisors’s Coterra Energy CTRA Stock Holding History

Mount Yale Investment Advisors’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
-60,213
Closed -$2.12M – 1214
2026
Q1 		$2.12M Buy
60,213
+17,076
+40% +$513K 0.05% 356
2025
Q4 		$1.14M Buy
43,137
+16,723
+63% +$421K 0.05% 295
2025
Q3 		$625K Sell
26,414
-23,919
-48% -$577K 0.04% 371
2025
Q2 		$1.28M Buy
50,333
+531
+1% +$13.5K 0.1% 175
2025
Q1 		$1.44M Sell
49,802
-35
-0.1% -$976 0.12% 150
2024
Q4 		$1.27M Buy
+49,837
New +$1.24M 0.1% 165
2022
Q3 		– Sell
-21,131
Closed -$545K – 453
2022
Q2 		$545K Sell
21,131
-59,512
-74% -$1.81M 0.07% 276
2022
Q1 		$2.17M Sell
80,643
-36,823
-31% -$860K 0.24% 104
2021
Q4 		$2.23M Buy
117,466
+45,926
+64% +$958K 0.23% 105
2021
Q3 		$1.56M Buy
71,540
+21,406
+43% +$367K 0.18% 132
2021
Q2 		$875K Buy
50,134
+20,597
+70% +$350K 0.11% 203
2021
Q1 		$555K Sell
29,537
-1,149
-4% -$21.2K 0.07% 250
2020
Q4 		$500K Sell
30,686
-42
-0.1% -$738 0.07% 253
2020
Q3 		$533K Buy
30,728
+4,249
+16% +$79.4K 0.08% 241
2020
Q2 		$455K Buy
26,479
+16,141
+156% +$313K 0.08% 238
2020
Q1 		$178K Sell
10,338
-6,980
-40% -$110K 0.04% 273
2019
Q4 		$244K Buy
+17,318
New +$301K 0.04% 293

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

Mount Yale Investment Advisors's CTRA Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 60,213 shares — an estimated $2.12M sold.

Mount Yale Investment Advisors first reported a position in CTRA in Q4 2019 and held it in 17 quarters. The position peaked at $2.23M in Q4 2021. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 60,213 Coterra Energy shares in Q2 2026, an estimated $2.12M.
  • Mount Yale Investment Advisors first reported a position in Coterra Energy in Q4 2019 and held it in 17 quarters.
  • Mount Yale Investment Advisors's Coterra Energy position peaked at $2.23M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.