BIA
CRGY icon

Bell Investment Advisors’s Crescent Energy CRGY Stock Holding History

Bell Investment 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
Q1 		$864 Hold
64
– – ﹤0.01% 1590
2025
Q4 		$537 Buy
+64
New +$562 ﹤0.01% 1724
2022
Q3 		– Sell
-36
Closed – – 1762
2022
Q2 		$0 Buy
+36
New +$600 ﹤0.01% 1742

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bell Investment Advisors's CRGY Position: Q1 2026 in Review

Bell Investment Advisors held its Crescent Energy (CRGY) position steady in Q1 2026 at 64 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Bell Investment Advisors first reported a position in CRGY in Q2 2022 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Bell Investment Advisors held 64 shares of Crescent Energy worth $864 as of Q1 2026.
  • Bell Investment Advisors left its Crescent Energy share count unchanged in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1590 holding.
  • Bell Investment Advisors first reported a position in Crescent Energy in Q2 2022 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.