Cetera Investment Advisers
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Cetera Investment Advisers’s Crescent Energy CRGY Stock Holding History

Cetera Investment Advisers’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 		$17.2M Sell
1,755,007
-1,586,772
-47% -$19.4M 0.02% 843
2026
Q1 		$45.1M Buy
3,341,779
+163,268
+5% +$1.71M 0.05% 402
2025
Q4 		$26.7M Buy
3,178,511
+1,527,604
+93% +$13.4M 0.03% 542
2025
Q3 		$14.7M Buy
1,650,907
+278,650
+20% +$2.53M 0.02% 782
2025
Q2 		$11.8M Buy
1,372,257
+478,754
+54% +$4.19M 0.02% 738
2025
Q1 		$10M Buy
893,503
+681,959
+322% +$9.4M 0.02% 769
2024
Q4 		$3.09M Buy
211,544
+23,434
+12% +$318K 0.01% 1337
2024
Q3 		$2.06M Sell
188,110
-183
-0.1% -$2.09K ﹤0.01% 1608
2024
Q2 		$2.23M Sell
188,293
-27,654
-13% -$325K 0.01% 1477
2024
Q1 		$2.57M Buy
215,947
+187,001
+646% +$2.11M 0.01% 1380
2023
Q4 		$382K Sell
28,946
-4,100
-12% -$48.3K ﹤0.01% 1642
2023
Q3 		$418K Sell
33,046
-2,625
-7% -$32.1K ﹤0.01% 1520
2023
Q2 		$372K Sell
35,671
-1,104
-3% -$11.8K ﹤0.01% 1610
2023
Q1 		$416K Buy
36,775
+4,000
+12% +$46.3K ﹤0.01% 1530
2022
Q4 		$393K Hold
32,775
– – ﹤0.01% 1514
2022
Q3 		$441K Sell
32,775
-2,200
-6% -$32.2K 0.01% 1034
2022
Q2 		$436K Buy
34,975
+5,325
+18% +$88.7K 0.01% 1187
2022
Q1 		$514K Buy
+29,650
New +$439K 0.01% 1136

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 $3.37T 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cetera Investment Advisers's CRGY Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Crescent Energy (CRGY) stake by 47% in Q2 2026, selling an estimated $19.4M and leaving 1,755,007 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #843.

Cetera Investment Advisers first reported a position in CRGY in Q1 2022 and has held it in 18 quarters since. The position peaked at $45.1M in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Cetera Investment Advisers held 1,755,007 shares of Crescent Energy worth $17.2M as of Q2 2026.
  • Cetera Investment Advisers sold 1,586,772 Crescent Energy shares in Q2 2026, an estimated $19.4M.
  • Crescent Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #843 holding.
  • Cetera Investment Advisers first reported a position in Crescent Energy in Q1 2022 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Crescent Energy position peaked at $45.1M in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.