Ethic Inc’s Crescent Energy CRGY Stock Holding History

Ethic Inc’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	$214K	Buy	+21,799	New	+$266K	﹤0.01%	1257
2025 Q2	–	Sell	-10,995	Closed	-$122K	–	1233
2025 Q1	$122K	Buy	+10,995	New	+$151K	﹤0.01%	1104

Other funds holding CRGY

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ethic Inc's CRGY Position: Q2 2026 in Review

Ethic Inc opened a new position in Crescent Energy (CRGY) in Q2 2026: 21,799 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings. This is a return to the name: Ethic Inc previously reported a position in CRGY as recently as Q1 2025.

Ethic Inc first reported a position in CRGY in Q1 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Ethic Inc held 21,799 shares of Crescent Energy worth $214K as of Q2 2026.
Crescent Energy was a new Ethic Inc position in Q2 2026.
Crescent Energy made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1257 holding.
Ethic Inc first reported a position in Crescent Energy in Q1 2025 and has held it in 2 quarters since.
363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.