WAS
CTRA

Winch Advisory Services’s Coterra Energy CTRA Stock Holding History

Winch 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
-104
Closed -$3.66K – 558
2026
Q1 		$3.66K Buy
104
+1
+1% +$30 ﹤0.01% 389
2025
Q4 		$2.72K Hold
103
– – ﹤0.01% 404
2025
Q3 		$2.43K Buy
103
+1
+1% +$24 ﹤0.01% 410
2025
Q2 		$2.58K Buy
102
+1
+1% +$25 ﹤0.01% 396
2025
Q1 		$2.91K Buy
101
+1
+1% +$28 ﹤0.01% 383
2024
Q4 		$2.55K Buy
+100
New +$2.49K ﹤0.01% 421

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

Winch Advisory Services's CTRA Position: Q2 2026 in Review

Winch Advisory Services sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 104 shares — an estimated $3.66K sold.

Winch Advisory Services first reported a position in CTRA in Q4 2024 and held it in 6 quarters. The position peaked at $3.66K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Winch Advisory Services reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Winch Advisory Services sold 104 Coterra Energy shares in Q2 2026, an estimated $3.66K.
  • Winch Advisory Services first reported a position in Coterra Energy in Q4 2024 and held it in 6 quarters.
  • Winch Advisory Services's Coterra Energy position peaked at $3.66K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.