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Clearstead Advisors’s Crescent Energy CRGY Stock Holding History

Clearstead 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 		$364 Buy
+37
New +$452 ﹤0.01% 3026
2026
Q1 		– Sell
-14
Closed -$118 – 2381
2025
Q4 		$118 Sell
14
-68
-83% -$597 ﹤0.01% 2496
2025
Q3 		$732 Buy
+82
New +$745 ﹤0.01% 2675

Other funds holding CRGY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clearstead Advisors's CRGY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Crescent Energy (CRGY) in Q2 2026: 37 shares worth $364. The stake represents ﹤0.01% of the portfolio and ranks #3026 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CRGY as recently as Q4 2025.

Clearstead Advisors first reported a position in CRGY in Q3 2025 and has held it in 3 quarters since. The position peaked at $732 in Q3 2025. 139 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Clearstead Advisors held 37 shares of Crescent Energy worth $364 as of Q2 2026.
  • Crescent Energy was a new Clearstead Advisors position in Q2 2026.
  • Crescent Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3026 holding.
  • Clearstead Advisors first reported a position in Crescent Energy in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Crescent Energy position peaked at $732 in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.