Fortitude Family Office’s Crescent Energy CRGY Stock Holding History

Fortitude Family Office’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 Q3	$4.45K	Buy	345 +83	+32%	+$1.02K	﹤0.01%	1631
2026 Q2	$2.57K	Buy	262 +19	+8%	+$232	﹤0.01%	1387
2026 Q1	$3.28K	Buy	243 +55	+29%	+$576	﹤0.01%	1090
2025 Q4	$1.58K	Buy	188 +146	+348%	+$1.28K	﹤0.01%	1275
2025 Q3	$375	Hold	42	–	–	﹤0.01%	1871
2025 Q2	$361	Sell	42 -329	-89%	-$2.88K	﹤0.01%	1899
2025 Q1	$4.17K	Hold	371	–	–	﹤0.01%	772
2024 Q4	$5.42K	Hold	371	–	–	﹤0.01%	818
2024 Q3	$4.06K	Buy	+371	New	+$4.24K	﹤0.01%	846

Other funds holding CRGY

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fortitude Family Office's CRGY Position: Q3 2026 in Review

Fortitude Family Office increased its Crescent Energy (CRGY) stake by 32% in Q3 2026, buying an estimated $1.02K and bringing the position to 345 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Fortitude Family Office first reported a position in CRGY in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.42K in Q4 2024. 30 funds tracked by Wall St. Rank hold CRGY as of Q3 2026.

Fortitude Family Office held 345 shares of Crescent Energy worth $4.45K as of Q3 2026.
Fortitude Family Office bought 83 Crescent Energy shares in Q3 2026, an estimated $1.02K.
Crescent Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1631 holding.
Fortitude Family Office first reported a position in Crescent Energy in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Crescent Energy position peaked at $5.42K in Q4 2024.
30 funds tracked by Wall St. Rank held Crescent Energy as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.