DiNuzzo Private Wealth’s Crescent Energy CRGY Stock Holding History

DiNuzzo Private Wealth’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	$128	Buy	13 +4	+44%	+$49	﹤0.01%	1278
2026 Q1	$122	Hold	9	–	–	﹤0.01%	1270
2025 Q4	$76	Hold	9	–	–	﹤0.01%	1316
2025 Q3	$86	Sell	9 -8	-47%	-$73	﹤0.01%	1315
2025 Q2	$147	Buy	17 +10	+143%	+$88	﹤0.01%	1277
2025 Q1	$79	Buy	7 +6	+600%	+$83	﹤0.01%	1309
2024 Q4	$15	Hold	1	–	–	﹤0.01%	1405
2024 Q3	$11	Sell	1 -1	-50%	-$11	﹤0.01%	1431
2024 Q2	$24	Buy	2 +1	+100%	+$12	﹤0.01%	1393
2024 Q1	$12	Buy	+1	New	+$11	﹤0.01%	1358

Other funds holding CRGY

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

DiNuzzo Private Wealth's CRGY Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Crescent Energy (CRGY) stake by 44% in Q2 2026, buying an estimated $49 and bringing the position to 13 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

DiNuzzo Private Wealth first reported a position in CRGY in Q1 2024 and has held it in 10 quarters since. The position peaked at $147 in Q2 2025. 26 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of Crescent Energy worth $128 as of Q2 2026.
DiNuzzo Private Wealth bought 4 Crescent Energy shares in Q2 2026, an estimated $49.
Crescent Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1278 holding.
DiNuzzo Private Wealth first reported a position in Crescent Energy in Q1 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Crescent Energy position peaked at $147 in Q2 2025.
26 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.