EWA
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EverSource Wealth Advisors’s Crescent Energy CRGY Stock Holding History

EverSource Wealth 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 		$13.9K Buy
1,412
+180
+15% +$2.2K ﹤0.01% 2694
2026
Q1 		$16.6K Buy
1,232
+105
+9% +$1.1K ﹤0.01% 2622
2025
Q4 		$9.46K Buy
1,127
+5
+0.4% +$44 ﹤0.01% 2828
2025
Q3 		$10K Sell
1,122
-127
-10% -$1.15K ﹤0.01% 2821
2025
Q2 		$10.7K Buy
1,249
+1,115
+832% +$9.76K ﹤0.01% 2762
2025
Q1 		$1.51K Buy
134
+95
+244% +$1.31K ﹤0.01% 3065
2024
Q4 		$570 Buy
+39
New +$529 ﹤0.01% 3142
2024
Q2 		– Sell
-1,235
Closed -$13.1K – 3078
2024
Q1 		$13.1K Sell
1,235
-100
-7% -$1.13K ﹤0.01% 1560
2023
Q4 		$17.6K Hold
1,335
– – ﹤0.01% 1292
2023
Q3 		$16.9K Buy
1,335
+100
+8% +$1.22K ﹤0.01% 1193
2023
Q2 		$12.9K Hold
1,235
– – ﹤0.01% 1333
2023
Q1 		$14K Sell
1,235
-28
-2% -$324 ﹤0.01% 1227
2022
Q4 		$15.1K Buy
1,263
+1
+0.1% +$14 ﹤0.01% 1168
2022
Q3 		$17K Buy
+1,262
New +$18.5K ﹤0.01% 953

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

EverSource Wealth Advisors's CRGY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Crescent Energy (CRGY) stake by 15% in Q2 2026, buying an estimated $2.2K and bringing the position to 1,412 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

EverSource Wealth Advisors first reported a position in CRGY in Q3 2022 and has held it in 14 quarters since. The position peaked at $17.6K in Q4 2023. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • EverSource Wealth Advisors held 1,412 shares of Crescent Energy worth $13.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 180 Crescent Energy shares in Q2 2026, an estimated $2.2K.
  • Crescent Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2694 holding.
  • EverSource Wealth Advisors first reported a position in Crescent Energy in Q3 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Crescent Energy position peaked at $17.6K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.