RWS
CTRA

Retirement Wealth Solutions’s Coterra Energy CTRA Stock Holding History

Retirement Wealth Solutions’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
-131
Closed -$4.61K – 821
2026
Q1 		$4.61K Buy
131
+1
+0.8% +$30 ﹤0.01% 335
2025
Q4 		$3.43K Hold
130
– – ﹤0.01% 370
2025
Q3 		$3.08K Sell
130
-12
-8% -$289 ﹤0.01% 385
2025
Q2 		$3.61K Buy
142
+1
+0.7% +$25 ﹤0.01% 337
2025
Q1 		$4.07K Buy
141
+1
+0.7% +$28 ﹤0.01% 302
2024
Q4 		$3.88K Buy
+140
New +$3.48K ﹤0.01% 319

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

Retirement Wealth Solutions's CTRA Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 131 shares — an estimated $4.61K sold.

Retirement Wealth Solutions first reported a position in CTRA in Q4 2024 and held it in 6 quarters. The position peaked at $4.61K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 131 Coterra Energy shares in Q2 2026, an estimated $4.61K.
  • Retirement Wealth Solutions first reported a position in Coterra Energy in Q4 2024 and held it in 6 quarters.
  • Retirement Wealth Solutions's Coterra Energy position peaked at $4.61K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.