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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

Covestor's CRGY Position: Q1 2026 in Review

Covestor increased its Crescent Energy (CRGY) stake by 7,920% in Q1 2026, buying an estimated $57.2K and bringing the position to 5,534 shares worth $75K. The position accounts for 0.05% of the portfolio, ranked #435.

Covestor first reported a position in CRGY in Q3 2023 and has held it in 11 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Covestor held 5,534 shares of Crescent Energy worth $75K as of Q1 2026.
  • Covestor bought 5,465 Crescent Energy shares in Q1 2026, an estimated $57.2K.
  • Crescent Energy made up 0.05% of Covestor's portfolio in Q1 2026, its #435 holding.
  • Covestor first reported a position in Crescent Energy in Q3 2023 and has held it in 11 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.