Cambridge Investment Research Advisors’s Crescent Energy CRGY Stock Holding History

Cambridge Investment Research 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	$695K	Sell	70,732 -4,661	-6%	-$57K	﹤0.01%	2450
2026 Q1	$1.02M	Buy	75,393 +3,833	+5%	+$40.2K	﹤0.01%	2157
2025 Q4	$600K	Sell	71,560 -2,836	-4%	-$24.9K	﹤0.01%	2544
2025 Q3	$664K	Buy	74,396 +3,520	+5%	+$32K	﹤0.01%	2407
2025 Q2	$610K	Buy	+70,876	New	+$620K	﹤0.01%	2362
2024 Q4	–	Sell	-11,079	Closed	-$121K	–	3493
2024 Q3	$121K	Buy	+11,079	New	+$127K	﹤0.01%	3238
2022 Q2	–	Sell	-16,249	Closed	-$282K	–	3080
2022 Q1	$282K	Buy	+16,249	New	+$240K	﹤0.01%	2597

Other funds holding CRGY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Cambridge Investment Research Advisors's CRGY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Crescent Energy (CRGY) stake by 6.2% in Q2 2026, selling an estimated $57K and leaving 70,732 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Cambridge Investment Research Advisors first reported a position in CRGY in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 70 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Cambridge Investment Research Advisors held 70,732 shares of Crescent Energy worth $695K as of Q2 2026.
Cambridge Investment Research Advisors sold 4,661 Crescent Energy shares in Q2 2026, an estimated $57K.
Crescent Energy made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2450 holding.
Cambridge Investment Research Advisors first reported a position in Crescent Energy in Q1 2022 and has held it in 7 quarters since.
Cambridge Investment Research Advisors's Crescent Energy position peaked at $1.02M in Q1 2026.
70 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.