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Action Point Financial Planning’s Crescent Energy CRGY Stock Holding History

Action Point Financial Planning’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08K Buy
+318
New +$3.89K ﹤0.01% 2048

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Action Point Financial Planning's CRGY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Crescent Energy (CRGY) in Q2 2026: 318 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings.

360 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Action Point Financial Planning held 318 shares of Crescent Energy worth $3.08K as of Q2 2026.
  • Crescent Energy was a new Action Point Financial Planning position in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2048 holding.
  • 360 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.