SWP
CTRA

Significant Wealth Partners’s Coterra Energy CTRA Stock Holding History

Significant Wealth Partners’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
-18,126
Closed -$637K – 119
2026
Q1 		$637K Buy
18,126
+284
+2% +$8.54K 0.78% 37
2025
Q4 		$470K Sell
17,842
-19,043
-52% -$480K 0.52% 23
2025
Q3 		$872K Buy
36,885
+7,810
+27% +$188K 0.43% 17
2025
Q2 		$738K Sell
29,075
-292
-1% -$7.4K 0.36% 18
2025
Q1 		$849K Buy
29,367
+2,679
+10% +$74.7K 0.43% 10
2024
Q4 		$682K Buy
26,688
+8,857
+50% +$220K 0.35% 14
2024
Q3 		$427K Buy
17,831
+2,294
+15% +$56.6K 0.22% 34
2024
Q2 		$414K Sell
15,537
-9,570
-38% -$265K 0.23% 26
2024
Q1 		$700K Sell
25,107
-37,765
-60% -$969K 0.46% 62
2023
Q4 		$1.6M Buy
+62,872
New +$1.68M 1.17% 25

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

Significant Wealth Partners's CTRA Position: Q2 2026 in Review

Significant Wealth Partners sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 18,126 shares — an estimated $637K sold.

Significant Wealth Partners first reported a position in CTRA in Q4 2023 and held it in 10 quarters. The position peaked at $1.6M in Q4 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Significant Wealth Partners reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Significant Wealth Partners sold 18,126 Coterra Energy shares in Q2 2026, an estimated $637K.
  • Significant Wealth Partners first reported a position in Coterra Energy in Q4 2023 and held it in 10 quarters.
  • Significant Wealth Partners's Coterra Energy position peaked at $1.6M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.