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
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 $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cerity Partners's CRGY Position: Q1 2026 in Review

Cerity Partners reduced its Crescent Energy (CRGY) stake by 3.3% in Q1 2026, selling an estimated $15.5K and leaving 43,875 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Cerity Partners first reported a position in CRGY in Q2 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Cerity Partners held 43,875 shares of Crescent Energy worth $592K as of Q1 2026.
  • Cerity Partners sold 1,483 Crescent Energy shares in Q1 2026, an estimated $15.5K.
  • Crescent Energy made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2180 holding.
  • Cerity Partners first reported a position in Crescent Energy in Q2 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.