Algert Global’s Crescent Energy CRGY Stock Holding History

Algert Global’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 Q1	$2.09M	Sell	154,734 -81,800	-35%	-$857K	0.03%	708
2025 Q4	$1.99M	Buy	236,534 +218,074	+1,181%	+$1.91M	0.03%	713
2025 Q3	$165K	Buy	+18,460	New	+$168K	﹤0.01%	1055
2025 Q1	–	Sell	-13,226	Closed	-$193K	–	1203
2024 Q4	$193K	Buy	+13,226	New	+$179K	﹤0.01%	1082
2024 Q3	–	Sell	-320,039	Closed	-$3.79M	–	1260
2024 Q2	$3.79M	Buy	320,039 +231,229	+260%	+$2.72M	0.13%	253
2024 Q1	$1.06M	Buy	88,810 +25,390	+40%	+$286K	0.04%	599
2023 Q4	$838K	Buy	+63,420	New	+$748K	0.03%	667

Other funds holding CRGY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Algert Global's CRGY Position: Q1 2026 in Review

Algert Global reduced its Crescent Energy (CRGY) stake by 35% in Q1 2026, selling an estimated $857K and leaving 154,734 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #708.

Algert Global first reported a position in CRGY in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.79M in Q2 2024. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

Algert Global held 154,734 shares of Crescent Energy worth $2.09M as of Q1 2026.
Algert Global sold 81,800 Crescent Energy shares in Q1 2026, an estimated $857K.
Crescent Energy made up 0.03% of Algert Global's portfolio in Q1 2026, its #708 holding.
Algert Global first reported a position in Crescent Energy in Q4 2023 and has held it in 7 quarters since.
Algert Global's Crescent Energy position peaked at $3.79M in Q2 2024.
358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.