CMA
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Cedar Mountain Advisors’s Crescent Energy CRGY Stock Holding History

Cedar Mountain 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 		$1.4K Hold
143
– – ﹤0.01% 896
2026
Q1 		$1.93K Hold
143
– – ﹤0.01% 826
2025
Q4 		$1.2K Buy
143
+80
+127% +$702 ﹤0.01% 474
2025
Q3 		$562 Buy
+63
New +$572 ﹤0.01% 594

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cedar Mountain Advisors's CRGY Position: Q2 2026 in Review

Cedar Mountain Advisors held its Crescent Energy (CRGY) position steady in Q2 2026 at 143 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Cedar Mountain Advisors first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.93K in Q1 2026. 32 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Cedar Mountain Advisors held 143 shares of Crescent Energy worth $1.4K as of Q2 2026.
  • Cedar Mountain Advisors left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #896 holding.
  • Cedar Mountain Advisors first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Crescent Energy position peaked at $1.93K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.