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Cura Wealth Advisors’s Crescent Energy CRGY Stock Holding History

Cura Wealth 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
Q2 		$99.6K Hold
10,142
– – 0.04% 135
2026
Q1 		$137K Sell
10,142
-707
-7% -$7.41K 0.06% 120
2025
Q4 		$91K Buy
10,849
+849
+8% +$7.45K 0.03% 140
2025
Q3 		$89.2K Hold
10,000
– – 0.03% 125
2025
Q2 		$86K Buy
+10,000
New +$87.5K 0.03% 114

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

Cura Wealth Advisors's CRGY Position: Q2 2026 in Review

Cura Wealth Advisors held its Crescent Energy (CRGY) position steady in Q2 2026 at 10,142 shares worth $99.6K. The position accounts for 0.04% of the portfolio, ranked #135.

Cura Wealth Advisors first reported a position in CRGY in Q2 2025 and has held it in 5 quarters since. The position peaked at $137K in Q1 2026. 361 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Cura Wealth Advisors held 10,142 shares of Crescent Energy worth $99.6K as of Q2 2026.
  • Cura Wealth Advisors left its Crescent Energy share count unchanged in Q2 2026.
  • Crescent Energy made up 0.04% of Cura Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Cura Wealth Advisors first reported a position in Crescent Energy in Q2 2025 and has held it in 5 quarters since.
  • Cura Wealth Advisors's Crescent Energy position peaked at $137K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.