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
Q2 		$605K Buy
61,612
+573
+0.9% +$7K ﹤0.01% 914
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CRGY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Crescent Energy (CRGY) stake by 0.94% in Q2 2026, buying an estimated $7K and bringing the position to 61,612 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Envestnet Portfolio Solutions first reported a position in CRGY in Q3 2025 and has held it in 4 quarters since. The position peaked at $824K in Q1 2026. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Envestnet Portfolio Solutions held 61,612 shares of Crescent Energy worth $605K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 573 Crescent Energy shares in Q2 2026, an estimated $7K.
  • Crescent Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #914 holding.
  • Envestnet Portfolio Solutions first reported a position in Crescent Energy in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's Crescent Energy position peaked at $824K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.