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Advisors Asset Management’s Crescent Energy CRGY Stock Holding History

Advisors Asset Management’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 		$2.86M Buy
291,104
+168,751
+138% +$2.06M 0.04% 517
2026
Q1 		$1.65M Buy
+122,353
New +$1.28M 0.03% 661

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

Advisors Asset Management's CRGY Position: Q2 2026 in Review

Advisors Asset Management increased its Crescent Energy (CRGY) stake by 138% in Q2 2026, buying an estimated $2.06M and bringing the position to 291,104 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #517.

Advisors Asset Management first reported a position in CRGY in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Advisors Asset Management held 291,104 shares of Crescent Energy worth $2.86M as of Q2 2026.
  • Advisors Asset Management bought 168,751 Crescent Energy shares in Q2 2026, an estimated $2.06M.
  • Crescent Energy made up 0.04% of Advisors Asset Management's portfolio in Q2 2026, its #517 holding.
  • Advisors Asset Management first reported a position in Crescent Energy in Q1 2026 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.