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Dana Investment Advisors’s Crescent Energy CRGY Stock Holding History

Dana Investment 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
Q1 		$8.85M Sell
655,625
-55,647
-8% -$583K 0.26% 91
2025
Q4 		$5.97M Buy
+711,272
New +$6.24M 0.17% 143

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

Dana Investment Advisors's CRGY Position: Q1 2026 in Review

Dana Investment Advisors reduced its Crescent Energy (CRGY) stake by 7.8% in Q1 2026, selling an estimated $583K and leaving 655,625 shares worth $8.85M. The position accounts for 0.26% of the portfolio, ranked #91.

Dana Investment Advisors first reported a position in CRGY in Q4 2025 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Dana Investment Advisors held 655,625 shares of Crescent Energy worth $8.85M as of Q1 2026.
  • Dana Investment Advisors sold 55,647 Crescent Energy shares in Q1 2026, an estimated $583K.
  • Crescent Energy made up 0.26% of Dana Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • Dana Investment Advisors first reported a position in Crescent Energy in Q4 2025 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.