SWM
CTRA

SHP Wealth Management’s Coterra Energy CTRA Stock Holding History

SHP 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
-187
Closed -$6.57K – 2007
2026
Q1 		$6.57K Buy
187
+6
+3% +$180 ﹤0.01% 1004
2025
Q4 		$4.76K Buy
+181
New +$4.56K ﹤0.01% 995

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

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

SHP Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 187 shares — an estimated $6.57K sold.

SHP Wealth Management first reported a position in CTRA in Q4 2025 and held it in 2 quarters. The position peaked at $6.57K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • SHP Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 187 Coterra Energy shares in Q2 2026, an estimated $6.57K.
  • SHP Wealth Management first reported a position in Coterra Energy in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Coterra Energy position peaked at $6.57K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.