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Covestor’s Crescent Energy CRGY Stock Holding History

Covestor’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 		$52K Sell
5,319
-215
-4% -$2.63K 0.03% 765
2026
Q1 		$75K Buy
5,534
+5,465
+7,920% +$57.2K 0.05% 435
2025
Q4 		$1K Buy
69
+51
+283% +$448 ﹤0.01% 2017
2025
Q3 		$0 Sell
18
-1
-5% -$9 ﹤0.01% 2345
2025
Q2 		$0 Buy
19
+4
+27% +$35 ﹤0.01% 2280
2025
Q1 		$0 Sell
15
-31
-67% -$427 ﹤0.01% 2294
2024
Q4 		$1K Sell
46
-111
-71% -$1.51K ﹤0.01% 2008
2024
Q3 		$2K Buy
157
+67
+74% +$765 ﹤0.01% 1800
2024
Q2 		$1K Buy
90
+79
+718% +$929 ﹤0.01% 1960
2024
Q1 		$0 Sell
11
-12
-52% -$135 ﹤0.01% 2303
2023
Q4 		$0 Buy
23
+17
+283% +$200 ﹤0.01% 2212
2023
Q3 		$0 Buy
+6
New +$73 ﹤0.01% 2187

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

Covestor's CRGY Position: Q2 2026 in Review

Covestor reduced its Crescent Energy (CRGY) stake by 3.9% in Q2 2026, selling an estimated $2.63K and leaving 5,319 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #765.

Covestor first reported a position in CRGY in Q3 2023 and has held it in 12 quarters since. The position peaked at $75K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Covestor held 5,319 shares of Crescent Energy worth $52K as of Q2 2026.
  • Covestor sold 215 Crescent Energy shares in Q2 2026, an estimated $2.63K.
  • Crescent Energy made up 0.03% of Covestor's portfolio in Q2 2026, its #765 holding.
  • Covestor first reported a position in Crescent Energy in Q3 2023 and has held it in 12 quarters since.
  • Covestor's Crescent Energy position peaked at $75K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.