FC
CRGY icon

Financial Consulate’s Crescent Energy CRGY Stock Holding History

Financial Consulate’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 		$270 Sell
20
-70
-78% -$733 ﹤0.01% 1353
2025
Q4 		$756 Sell
90
-50
-36% -$439 ﹤0.01% 1077
2025
Q3 		$1.25K Buy
+140
New +$1.27K ﹤0.01% 844

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

Financial Consulate's CRGY Position: Q1 2026 in Review

Financial Consulate reduced its Crescent Energy (CRGY) stake by 78% in Q1 2026, selling an estimated $733 and leaving 20 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Financial Consulate first reported a position in CRGY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25K in Q3 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Financial Consulate held 20 shares of Crescent Energy worth $270 as of Q1 2026.
  • Financial Consulate sold 70 Crescent Energy shares in Q1 2026, an estimated $733.
  • Crescent Energy made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1353 holding.
  • Financial Consulate first reported a position in Crescent Energy in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Crescent Energy position peaked at $1.25K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.