Wealth Enhancement Advisory Services
CTRA

Wealth Enhancement Advisory Services’s Coterra Energy CTRA Stock Holding History

Wealth Enhancement Advisory Services’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
-80,433
Closed -$2.78M – 4158
2026
Q1 		$2.78M Sell
80,433
-14,378
-15% -$432K 0.01% 1210
2025
Q4 		$2.38M Buy
94,811
+10,925
+13% +$275K ﹤0.01% 1420
2025
Q3 		$2.06M Buy
83,886
+35,027
+72% +$845K ﹤0.01% 1419
2025
Q2 		$1.23M Sell
48,859
-2,566
-5% -$65.1K ﹤0.01% 1630
2025
Q1 		$1.49M Buy
51,425
+1,037
+2% +$28.9K ﹤0.01% 1398
2024
Q4 		$1.29M Buy
50,388
+4,748
+10% +$118K ﹤0.01% 1413
2024
Q3 		$1.09M Buy
45,640
+7,582
+20% +$187K ﹤0.01% 1347
2024
Q2 		$1.01M Buy
38,058
+2,307
+6% +$63.9K ﹤0.01% 1270
2024
Q1 		$997K Buy
35,751
+2,403
+7% +$61.6K ﹤0.01% 1237
2023
Q4 		$851K Buy
33,348
+2,695
+9% +$72.2K ﹤0.01% 1237
2023
Q3 		$829K Buy
+30,653
New +$835K ﹤0.01% 1179
2023
Q2 		– Sell
-150,985
Closed -$3.71M – 525
2023
Q1 		$3.71M Buy
+150,985
New +$3.71M 0.04% 157

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

Wealth Enhancement Advisory Services's CTRA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 80,433 shares — an estimated $2.78M sold.

Wealth Enhancement Advisory Services first reported a position in CTRA in Q1 2023 and held it in 12 quarters. The position peaked at $3.71M in Q1 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 80,433 Coterra Energy shares in Q2 2026, an estimated $2.78M.
  • Wealth Enhancement Advisory Services first reported a position in Coterra Energy in Q1 2023 and held it in 12 quarters.
  • Wealth Enhancement Advisory Services's Coterra Energy position peaked at $3.71M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.