Carson Wealth (CWM LLC)
CRGY icon

Carson Wealth (CWM LLC)’s Crescent Energy CRGY Stock Holding History

Carson Wealth (CWM LLC)’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 		$411K Sell
30,476
-15,441
-34% -$162K ﹤0.01% 2154
2025
Q4 		$385K Buy
45,917
+10,127
+28% +$88.9K ﹤0.01% 2086
2025
Q3 		$319K Buy
35,790
+1,816
+5% +$16.5K ﹤0.01% 2080
2025
Q2 		$292K Buy
33,974
+31,651
+1,363% +$277K ﹤0.01% 1887
2025
Q1 		$26K Sell
2,323
-1,002
-30% -$13.8K ﹤0.01% 3482
2024
Q4 		$49K Buy
3,325
+457
+16% +$6.2K ﹤0.01% 2811
2024
Q3 		$31K Buy
2,868
+740
+35% +$8.45K ﹤0.01% 3068
2024
Q2 		$25K Buy
2,128
+1,832
+619% +$21.6K ﹤0.01% 2963
2024
Q1 		$4K Sell
296
-66
-18% -$743 ﹤0.01% 3741
2023
Q4 		$5K Buy
362
+19
+6% +$224 ﹤0.01% 3492
2023
Q3 		$4K Sell
343
-453
-57% -$5.54K ﹤0.01% 3540
2023
Q2 		$8K Buy
796
+202
+34% +$2.16K ﹤0.01% 3187
2023
Q1 		$7K Buy
594
+5
+0.8% +$58 ﹤0.01% 3127
2022
Q4 		$7K Buy
589
+43
+8% +$592 ﹤0.01% 2988
2022
Q3 		$7K Buy
546
+83
+18% +$1.22K ﹤0.01% 2883
2022
Q2 		$6K Buy
+463
New +$7.71K ﹤0.01% 2862
2022
Q1 		– Sell
-700
Closed -$9K – 3565
2021
Q4 		$9K Buy
+700
New +$9.67K ﹤0.01% 2395

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRGY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Crescent Energy (CRGY) stake by 34% in Q1 2026, selling an estimated $162K and leaving 30,476 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Carson Wealth (CWM LLC) first reported a position in CRGY in Q4 2021 and has held it in 17 quarters since. 360 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,476 shares of Crescent Energy worth $411K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,441 Crescent Energy shares in Q1 2026, an estimated $162K.
  • Crescent Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2154 holding.
  • Carson Wealth (CWM LLC) first reported a position in Crescent Energy in Q4 2021 and has held it in 17 quarters since.
  • 360 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.