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
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 $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

Creative Planning's CRGY Position: Q1 2026 in Review

Creative Planning reduced its Crescent Energy (CRGY) stake by 8.9% in Q1 2026, selling an estimated $253K and leaving 248,266 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Creative Planning first reported a position in CRGY in Q4 2021 and has held it in 18 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Creative Planning held 248,266 shares of Crescent Energy worth $3.35M as of Q1 2026.
  • Creative Planning sold 24,142 Crescent Energy shares in Q1 2026, an estimated $253K.
  • Crescent Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1487 holding.
  • Creative Planning first reported a position in Crescent Energy in Q4 2021 and has held it in 18 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.