SWM
CTRA

Segment Wealth Management’s Coterra Energy CTRA Stock Holding History

Segment 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
2013
Q3 		– Sell
-15,000
Closed -$5K – 152
2013
Q2 		$5K Buy
+15,000
New +$516K ﹤0.01% 150

Other funds holding CTRA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Segment Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 122,649 shares — an estimated $4.31M sold.

Segment Wealth Management first reported a position in CTRA in Q2 2013 and held it in 52 quarters. The position peaked at $9.81M in Q3 2013. 1 fund tracked by Wall St. Rank holds CTRA as of Q2 2026.

  • Segment Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Segment Wealth Management sold 122,649 Coterra Energy shares in Q2 2026, an estimated $4.31M.
  • Segment Wealth Management first reported a position in Coterra Energy in Q2 2013 and held it in 52 quarters.
  • Segment Wealth Management's Coterra Energy position peaked at $9.81M in Q3 2013.
  • 1 fund tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.