Focus Partners Wealth
CRGY icon

Focus Partners Wealth’s Crescent Energy CRGY Stock Holding History

Focus Partners Wealth’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 		$1.74M Buy
128,893
+57,720
+81% +$605K ﹤0.01% 1382
2025
Q4 		$624K Buy
71,173
+13,491
+23% +$118K ﹤0.01% 1857
2025
Q3 		$545K Buy
+57,682
New +$524K ﹤0.01% 1578

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

Focus Partners Wealth's CRGY Position: Q1 2026 in Review

Focus Partners Wealth increased its Crescent Energy (CRGY) stake by 81% in Q1 2026, buying an estimated $605K and bringing the position to 128,893 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 128,893 shares of Crescent Energy worth $1.74M as of Q1 2026.
  • Focus Partners Wealth bought 57,720 Crescent Energy shares in Q1 2026, an estimated $605K.
  • Crescent Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1382 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.