Envestnet Portfolio Solutions
CRGY icon

Envestnet Portfolio Solutions’s Crescent Energy CRGY Stock Holding History

Envestnet Portfolio Solutions’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 		$824K Sell
61,039
-1,667
-3% -$17.5K ﹤0.01% 704
2025
Q4 		$526K Buy
62,706
+1,245
+2% +$10.9K ﹤0.01% 1036
2025
Q3 		$548K Buy
+61,461
New +$558K ﹤0.01% 993

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

Envestnet Portfolio Solutions's CRGY Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Crescent Energy (CRGY) stake by 2.7% in Q1 2026, selling an estimated $17.5K and leaving 61,039 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Envestnet Portfolio Solutions first reported a position in CRGY in Q3 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Envestnet Portfolio Solutions held 61,039 shares of Crescent Energy worth $824K as of Q1 2026.
  • Envestnet Portfolio Solutions sold 1,667 Crescent Energy shares in Q1 2026, an estimated $17.5K.
  • Crescent Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #704 holding.
  • Envestnet Portfolio Solutions first reported a position in Crescent Energy in Q3 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.