Cerity Partners
CRGY icon

Cerity Partners’s Crescent Energy CRGY Stock Holding History

Cerity Partners’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 		$348K Sell
35,485
-8,390
-19% -$103K ﹤0.01% 2687
2026
Q1 		$592K Sell
43,875
-1,483
-3% -$15.5K ﹤0.01% 2180
2025
Q4 		$381K Buy
45,358
+30,128
+198% +$265K ﹤0.01% 2267
2025
Q3 		$136K Buy
15,230
+1,625
+12% +$14.8K ﹤0.01% 2579
2025
Q2 		$117K Buy
+13,605
New +$119K ﹤0.01% 2456

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 $3.38T AUM 44.17% 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

Cerity Partners's CRGY Position: Q2 2026 in Review

Cerity Partners reduced its Crescent Energy (CRGY) stake by 19% in Q2 2026, selling an estimated $103K and leaving 35,485 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Cerity Partners first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $592K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Cerity Partners held 35,485 shares of Crescent Energy worth $348K as of Q2 2026.
  • Cerity Partners sold 8,390 Crescent Energy shares in Q2 2026, an estimated $103K.
  • Crescent Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2687 holding.
  • Cerity Partners first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • Cerity Partners's Crescent Energy position peaked at $592K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.