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Blue Trust Inc’s Crescent Energy CRGY Stock Holding History

Blue Trust Inc’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 		$2.11K Hold
215
– – ﹤0.01% 2171
2026
Q1 		$2.9K Hold
215
– – ﹤0.01% 2075
2025
Q4 		$1.8K Hold
215
– – ﹤0.01% 2159
2025
Q3 		$1.92K Buy
+215
New +$1.95K ﹤0.01% 2158

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

Blue Trust Inc's CRGY Position: Q2 2026 in Review

Blue Trust Inc held its Crescent Energy (CRGY) position steady in Q2 2026 at 215 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

Blue Trust Inc first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Blue Trust Inc held 215 shares of Crescent Energy worth $2.11K as of Q2 2026.
  • Blue Trust Inc left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2171 holding.
  • Blue Trust Inc first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Blue Trust Inc's Crescent Energy position peaked at $2.9K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.