TWD
CTRA

True Wealth Design’s Coterra Energy CTRA Stock Holding History

True Wealth Design’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
-158
Closed -$5.55K – 2704
2026
Q1 		$5.55K Sell
158
-6
-4% -$180 ﹤0.01% 1169
2025
Q4 		$4.32K Sell
164
-1,385
-89% -$34.9K ﹤0.01% 1147
2025
Q3 		$36.6K Buy
1,549
+292
+23% +$7.04K 0.01% 410
2025
Q2 		$31.9K Sell
1,257
-314
-20% -$7.96K 0.01% 280
2025
Q1 		$45.4K Buy
1,571
+94
+6% +$2.62K 0.02% 199
2024
Q4 		$37.7K Sell
1,477
-140
-9% -$3.48K 0.01% 218
2024
Q3 		$38.7K Sell
1,617
-29,016
-95% -$716K 0.02% 182
2024
Q2 		$817K Buy
30,633
+122
+0.4% +$3.38K 0.2% 73
2024
Q1 		$851K Buy
30,511
+729
+2% +$18.7K 0.21% 71
2023
Q4 		$760K Sell
29,782
-812
-3% -$21.8K 0.21% 90
2023
Q3 		$828K Buy
30,594
+30,584
+305,840% +$833K 0.28% 39
2023
Q2 		$253 Sell
10
-61
-86% -$1.52K ﹤0.01% 616
2023
Q1 		$1.74K Buy
71
+63
+788% +$1.55K ﹤0.01% 341
2022
Q4 		$197 Buy
+8
New +$221 ﹤0.01% 663

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

True Wealth Design's CTRA Position: Q2 2026 in Review

True Wealth Design sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 158 shares — an estimated $5.55K sold.

True Wealth Design first reported a position in CTRA in Q4 2022 and held it in 14 quarters. The position peaked at $851K in Q1 2024. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • True Wealth Design reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 158 Coterra Energy shares in Q2 2026, an estimated $5.55K.
  • True Wealth Design first reported a position in Coterra Energy in Q4 2022 and held it in 14 quarters.
  • True Wealth Design's Coterra Energy position peaked at $851K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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