DIA
CRGY icon

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
Q2 		$6.34M Sell
645,193
-10,432
-2% -$127K 0.16% 157
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 $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

Dana Investment Advisors's CRGY Position: Q2 2026 in Review

Dana Investment Advisors reduced its Crescent Energy (CRGY) stake by 1.6% in Q2 2026, selling an estimated $127K and leaving 645,193 shares worth $6.34M. The position accounts for 0.16% of the portfolio, ranked #157.

Dana Investment Advisors first reported a position in CRGY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.85M in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Dana Investment Advisors held 645,193 shares of Crescent Energy worth $6.34M as of Q2 2026.
  • Dana Investment Advisors sold 10,432 Crescent Energy shares in Q2 2026, an estimated $127K.
  • Crescent Energy made up 0.16% of Dana Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Dana Investment Advisors first reported a position in Crescent Energy in Q4 2025 and has held it in 3 quarters since.
  • Dana Investment Advisors's Crescent Energy position peaked at $8.85M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.