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ALPS Advisors’s Crescent Energy CRGY Stock Holding History

ALPS Advisors’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 		$649K Sell
66,062
-2,002
-3% -$24.5K ﹤0.01% 838
2026
Q1 		$919K Sell
68,064
-7,090
-9% -$74.3K ﹤0.01% 599
2025
Q4 		$631K Hold
75,154
– – ﹤0.01% 670
2025
Q3 		$670K Hold
75,154
– – ﹤0.01% 625
2025
Q2 		$646K Sell
75,154
-2,836
-4% -$24.8K ﹤0.01% 592
2025
Q1 		$877K Sell
77,990
-2,836
-4% -$39.1K 0.01% 493
2024
Q4 		$1.18M Buy
80,826
+2,836
+4% +$38.5K 0.01% 449
2024
Q3 		$854K Buy
+77,990
New +$891K 0.01% 539

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ALPS Advisors's CRGY Position: Q2 2026 in Review

ALPS Advisors reduced its Crescent Energy (CRGY) stake by 2.9% in Q2 2026, selling an estimated $24.5K and leaving 66,062 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

ALPS Advisors first reported a position in CRGY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2024. 139 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • ALPS Advisors held 66,062 shares of Crescent Energy worth $649K as of Q2 2026.
  • ALPS Advisors sold 2,002 Crescent Energy shares in Q2 2026, an estimated $24.5K.
  • Crescent Energy made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #838 holding.
  • ALPS Advisors first reported a position in Crescent Energy in Q3 2024 and has held it in 8 quarters since.
  • ALPS Advisors's Crescent Energy position peaked at $1.18M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.