CoreCap Advisors
CRGY icon

CoreCap Advisors’s Crescent Energy CRGY Stock Holding History

CoreCap 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
Q3 		$17.3K Buy
1,345
+1,000
+290% +$12.2K ﹤0.01% 1857
2026
Q2 		$3.39K Buy
345
+55
+19% +$672 ﹤0.01% 2389
2026
Q1 		$3.92K Sell
290
-200
-41% -$2.1K ﹤0.01% 2249
2025
Q4 		$4.11K Buy
490
+485
+9,700% +$4.26K ﹤0.01% 2276
2025
Q3 		$45 Hold
5
– – ﹤0.01% 2759
2025
Q2 		$43 Sell
5
-25
-83% -$219 ﹤0.01% 2715
2025
Q1 		$337 Buy
+30
New +$413 ﹤0.01% 2787

Other funds holding CRGY

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

CoreCap Advisors's CRGY Position: Q3 2026 in Review

CoreCap Advisors increased its Crescent Energy (CRGY) stake by 290% in Q3 2026, buying an estimated $12.2K and bringing the position to 1,345 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

CoreCap Advisors first reported a position in CRGY in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

  • CoreCap Advisors held 1,345 shares of Crescent Energy worth $17.3K as of Q3 2026.
  • CoreCap Advisors bought 1,000 Crescent Energy shares in Q3 2026, an estimated $12.2K.
  • Crescent Energy made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1857 holding.
  • CoreCap Advisors first reported a position in Crescent Energy in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.