Creative Planning
CRGY icon

Creative Planning’s Crescent Energy CRGY Stock Holding History

Creative Planning’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 		$2.65M Buy
270,114
+21,848
+9% +$267K ﹤0.01% 1874
2026
Q1 		$3.35M Sell
248,266
-24,142
-9% -$253K ﹤0.01% 1487
2025
Q4 		$2.29M Buy
272,408
+179,336
+193% +$1.57M ﹤0.01% 1622
2025
Q3 		$830K Buy
93,072
+7,875
+9% +$71.5K ﹤0.01% 2296
2025
Q2 		$733K Sell
85,197
-2,150
-2% -$18.8K ﹤0.01% 2115
2025
Q1 		$982K Sell
87,347
-9,712
-10% -$134K ﹤0.01% 1732
2024
Q4 		$1.42M Sell
97,059
-15,775
-14% -$214K ﹤0.01% 1377
2024
Q3 		$1.24M Buy
112,834
+30,530
+37% +$349K ﹤0.01% 1355
2024
Q2 		$975K Sell
82,304
-1,006
-1% -$11.8K ﹤0.01% 1414
2024
Q1 		$991K Sell
83,310
-829
-1% -$9.34K ﹤0.01% 1347
2023
Q4 		$1.11M Sell
84,139
-40,656
-33% -$479K ﹤0.01% 1176
2023
Q3 		$1.58M Buy
124,795
+3,920
+3% +$48K ﹤0.01% 958
2023
Q2 		$1.26M Sell
120,875
-2,214
-2% -$23.7K ﹤0.01% 1012
2023
Q1 		$1.39M Buy
123,089
+3,671
+3% +$42.5K ﹤0.01% 922
2022
Q4 		$1.43M Sell
119,418
-56
-0% -$770 ﹤0.01% 867
2022
Q3 		$1.61M Sell
119,474
-8
-0% -$117 ﹤0.01% 766
2022
Q2 		$1.49M Buy
119,482
+203
+0.2% +$3.38K ﹤0.01% 807
2022
Q1 		$2.07M Hold
119,279
– – ﹤0.01% 713
2021
Q4 		$1.51M Buy
+119,279
New +$1.65M ﹤0.01% 785

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

Creative Planning's CRGY Position: Q2 2026 in Review

Creative Planning increased its Crescent Energy (CRGY) stake by 8.8% in Q2 2026, buying an estimated $267K and bringing the position to 270,114 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Creative Planning first reported a position in CRGY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.35M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Creative Planning held 270,114 shares of Crescent Energy worth $2.65M as of Q2 2026.
  • Creative Planning bought 21,848 Crescent Energy shares in Q2 2026, an estimated $267K.
  • Crescent Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1874 holding.
  • Creative Planning first reported a position in Crescent Energy in Q4 2021 and has held it in 19 quarters since.
  • Creative Planning's Crescent Energy position peaked at $3.35M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.