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Bay Harbor Wealth Management’s Crescent Energy CRGY Stock Holding History

Bay Harbor Wealth 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 		$137 Buy
14
+4
+40% +$49 ﹤0.01% 1209
2026
Q1 		$135 Buy
10
+2
+25% +$21 ﹤0.01% 1194
2025
Q4 		$67 Buy
8
+1
+14% +$9 ﹤0.01% 1239
2025
Q3 		$62 Sell
7
-6
-46% -$55 ﹤0.01% 1223
2025
Q2 		$111 Buy
13
+12
+1,200% +$105 ﹤0.01% 1085
2025
Q1 		$11 Buy
+1
New +$14 ﹤0.01% 1139

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

Bay Harbor Wealth Management's CRGY Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Crescent Energy (CRGY) stake by 40% in Q2 2026, buying an estimated $49 and bringing the position to 14 shares worth $137. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Bay Harbor Wealth Management first reported a position in CRGY in Q1 2025 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Bay Harbor Wealth Management held 14 shares of Crescent Energy worth $137 as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 Crescent Energy shares in Q2 2026, an estimated $49.
  • Crescent Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1209 holding.
  • Bay Harbor Wealth Management first reported a position in Crescent Energy in Q1 2025 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.