Commonwealth Equity Services
CRGY icon

Commonwealth Equity Services’s Crescent Energy CRGY Stock Holding History

Commonwealth Equity Services’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 		– Sell
-29,019
Closed -$243K – 4338
2025
Q4 		$243K Buy
+29,019
New +$255K ﹤0.01% 3819

Other funds holding CRGY

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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

Commonwealth Equity Services's CRGY Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Crescent Energy (CRGY) in Q1 2026, closing a stake of 29,019 shares — an estimated $243K sold.

Commonwealth Equity Services first reported a position in CRGY in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Crescent Energy position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 29,019 Crescent Energy shares in Q1 2026, an estimated $243K.
  • Commonwealth Equity Services first reported a position in Crescent Energy in Q4 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's Crescent Energy position peaked at $243K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.